Ironwood Investment Management LLC
Annual return '25
+16.5%
SPY '25
+17.7%
Alpha
-1.2ptsvs SPY
Invested
$239.8M
Holdings
178
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VTI
Vanguard Total Stock Market ET
Q1 2026: Sold 99.7% (50.7k → 138 shares)
7.2%
02
$EFA
Msci Eafe
Q1 2026: Exited (was 121.4k shares)
5.1%
03
$SHV
iShares Short Treasury Bond ET
Q1 2026: Exited (was 62.9k shares)
3.0%
04
$MYRG
MYR Group
Q1 2026: Exited (was 17.9k shares)
2.1%
05
$VICR
Vicor Corp
Q1 2026: Exited (was 31.2k shares)
2.1%
06
$GPI
Group 1 Automotive
Q1 2026: Exited (was 14.9k shares)
2.0%
07
$DY
Dycom Industries Inc
Q1 2026: Exited (was 14.4k shares)
2.0%
08
$BBIO
BridgeBio Pharma Inc.
Q1 2026: Exited (was 61.8k shares)
1.9%
09
$IWV
iShares Russell 3000 ETF
Q1 2026: Exited (was 10.8k shares)
1.7%
10
$C
Citigroup Inc New
Q1 2026: Exited (was 35.6k shares)
1.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:22 UTC.