Ironwood-Investment-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "NFBK",
  "INDI",
  "SPSC",
  "MQ",
  "PGY",
  "QRVO",
  "SPT",
  "AES",
  "ARW",
  "HBM",
  "SMCI",
  "ZS",
  "TNC",
  "KSS",
  "SHOO",
  "FRPT",
  "GOOGL",
  null,
  "VYX",
  null,
  "AMRC",
  "APAM",
  "MODG",
  "ENOV",
  "EVH",
  "CAT",
  "MYRG",
  "SONO",
  "AUPH",
  "FITB",
  "ALTG",
  "BW",
  "AVD",
  "ANIK",
  "HPQ",
  "DLTH",
  "FNV",
  "EMXC",
  "ICE",
  "PI",
  "META",
  "KALV",
  "LXU",
  "MEI",
  "MRCY",
  "MCRB",
  "SUP",
  "UIS",
  "STKL",
  "UNFI",
  "VALN",
  null,
  null,
  null,
  "ACCO",
  null,
  "MSFT",
  "GE",
  "THG",
  "FAST",
  "IWD",
  "IWF",
  "PEP",
  "PGR",
  null,
  "AAPL",
  "GS",
  "HPE",
  "LDOS",
  "PFE",
  "MRK",
  "MKC",
  null,
  "SPGI",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IBM",
  "TGT",
  "PNFP",
  "RBBN",
  "SM",
  "NATL",
  "TTEC",
  "VICR",
  "IRBT",
  "VWO",
  "ASYS",
  "IWV",
  "TCBK",
  "BBSI",
  "ATRO",
  "GT",
  "GPI",
  "GFF",
  "HWC",
  "GM",
  "WTS",
  "DRRX",
  "EVLV",
  "EXTR",
  "GEOS",
  "KOP",
  "NVO",
  "ACIW",
  "TPH",
  "V",
  "WSM",
  "WPM",
  "WSFS",
  "ZETA",
  "DY",
  null,
  "NOG",
  "AEM",
  "FLR",
  "UFPI",
  "TTMI",
  "TPC",
  "OTIS",
  "CRM",
  "RPRX",
  "TDY",
  "ORI",
  "PBI",
  "MCK",
  "PEGA",
  "ADP",
  "BAC",
  "BANC",
  "BK",
  "BHLB",
  "BDC",
  "BA",
  "BMY",
  "BHR",
  "BBIO",
  "CBT",
  "CADE",
  "CARG",
  "CRI",
  "CHD",
  "CSCO",
  "C",
  "COHR",
  "COLB",
  "CMP",
  "CVGI",
  "CBRL",
  "DHR",
  "CYTK",
  "DAR",
  "DNLI",
  "EFA",
  "IWM",
  "DIS",
  "VTI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 163
Total Value: 183375166
Accession Number: 0001376474-25-000466
Form Type: 13F-HR
CIK: ironwood-investment-management
Manager Name: Ironwood-Investment-Management

Data Enrichment

90% identified

147 identified16 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

163 positions • $183.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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464287614

IWF|464287614

Shares:906

Value:$327.1K

% of Portfolio:0.2% ($327.1K/$183.4M)

CARTERS INC

CRI|146229109

Shares:7.9K

Value:$322.9K

% of Portfolio:0.2% ($322.9K/$183.4M)

46434G764

EMXC|46434G764

Shares:5.8K

Value:$321.3K

% of Portfolio:0.2% ($321.3K/$183.4M)

TARGET CORP

TGT|87612E106

Shares:3.0K

Value:$312.0K

% of Portfolio:0.2% ($312.0K/$183.4M)

BOEING CO

BA|097023105

Shares:1.8K

Value:$307.7K

% of Portfolio:0.2% ($307.7K/$183.4M)

HP INC

HPQ|40434L105

Shares:11.1K

Value:$307.5K

% of Portfolio:0.2% ($307.5K/$183.4M)

COMPASS MINERALS INTERNATIONAL INC

CMP|20451N101

Shares:27.7K

Value:$257.8K

% of Portfolio:0.1% ($257.8K/$183.4M)

Ameresco, Inc.

AMRC|02361E108

Shares:21.3K

Value:$257.3K

% of Portfolio:0.1% ($257.3K/$183.4M)

UNISYS CORP

UIS|909214306

Shares:55.4K

Value:$254.4K

% of Portfolio:0.1% ($254.4K/$183.4M)

52470G841

Shares:253.1K

Value:$253.1K

% of Portfolio:0.1% ($253.1K/$183.4M)

GEOSPACE TECHNOLOGIES CORP

GEOS|37364X109

Shares:35.1K

Value:$253.0K

% of Portfolio:0.1% ($253.0K/$183.4M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:5.7K

Value:$239.5K

% of Portfolio:0.1% ($239.5K/$183.4M)

808524706

Shares:8.3K

Value:$230.2K

% of Portfolio:0.1% ($230.2K/$183.4M)

Walt Disney Co

DIS|254687106

Shares:2.3K

Value:$230.0K

% of Portfolio:0.1% ($230.0K/$183.4M)

165167735

Shares:2.0K

Value:$227.3K

% of Portfolio:0.1% ($227.3K/$183.4M)

00BLP1HW5

Shares:555

Value:$221.5K

% of Portfolio:0.1% ($221.5K/$183.4M)

971592327

Shares:122.9K

Value:$220.6K

% of Portfolio:0.1% ($220.6K/$183.4M)

AES CORP

AES|00130H105

Shares:17.3K

Value:$215.2K

% of Portfolio:0.1% ($215.2K/$183.4M)

FLUOR CORP

FLR|343412102

Shares:6.0K

Value:$213.8K

% of Portfolio:0.1% ($213.8K/$183.4M)

Hudbay Minerals Inc.

HBM|443628102

Shares:27.6K

Value:$209.3K

% of Portfolio:0.1% ($209.3K/$183.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IWFcusip464287614)	906	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$327.1K	0.2% ($327.1K/$183.4M)	QoQ -10.08% (-$36.7K) YoY +7.13% (+$21.8K)
CARTERS INC(CRIcusip146229109)	7.9K	QoQ +1.83% (-142) YoY -1.94% (-157)	All Managers (Combined)	$322.9K	0.2% ($322.9K/$183.4M)	QoQ -23.14% (-$97.2K) YoY -52.64% (-$359.0K)
(EMXCcusip46434G764)	5.8K	QoQ +0.03% (-2) YoY NEW(+5.8K)	All Managers (Combined)	$321.3K	0.2% ($321.3K/$183.4M)	QoQ -0.61% (-$2.0K) YoY NEW(+$321.3K)
TARGET CORP(TGTcusip87612E106)	3.0K	QoQ 0.00% (-0) YoY NEW(+3.0K)	All Managers (Combined)	$312.0K	0.2% ($312.0K/$183.4M)	QoQ -22.79% (-$92.2K) YoY NEW(+$312.0K)
BOEING CO(BAcusip097023105)	1.8K	QoQ -0.27% (-5) YoY NEW(+1.8K)	All Managers (Combined)	$307.7K	0.2% ($307.7K/$183.4M)	QoQ -3.91% (-$12.5K) YoY NEW(+$307.7K)
HP INC(HPQcusip40434L105)	11.1K	QoQ 0.00% (-0) YoY -3.66% (-422)	All Managers (Combined)	$307.5K	0.2% ($307.5K/$183.4M)	QoQ -15.13% (-$54.9K) YoY -11.72% (-$40.9K)
COMPASS MINERALS INTERNATIONAL INC(CMPcusip20451N101)	27.7K	QoQ -7.02% (-2.1K) YoY -4.91% (-1.4K)	All Managers (Combined)	$257.8K	0.1% ($257.8K/$183.4M)	QoQ -23.22% (-$78.0K) YoY -43.88% (-$201.5K)
Ameresco, Inc.(AMRCcusip02361E108)	21.3K	QoQ +3.43% (-707) YoY +48.97% (-7.0K)	All Managers (Combined)	$257.3K	0.1% ($257.3K/$183.4M)	QoQ -46.78% (-$226.2K) YoY -25.41% (-$87.7K)
UNISYS CORP(UIScusip909214306)	55.4K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$254.4K	0.1% ($254.4K/$183.4M)	QoQ -27.48% (-$96.5K) YoY -6.51% (-$17.7K)
(cusip52470G841)✕	253.1K	QoQ -16.54% (-50.2K) YoY -53.13% (-286.9K)	All Managers (Combined)	$253.1K	0.1% ($253.1K/$183.4M)	QoQ -16.54% (-$50.2K) YoY -53.13% (-$286.9K)
GEOSPACE TECHNOLOGIES CORP(GEOScusip37364X109)	35.1K	QoQ -9.09% (-3.5K) YoY -6.97% (-2.6K)	All Managers (Combined)	$253.0K	0.1% ($253.0K/$183.4M)	QoQ -34.58% (-$133.7K) YoY -49.14% (-$244.5K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	5.7K	QoQ -1.71% (-100) YoY -12.76% (-840)	All Managers (Combined)	$239.5K	0.1% ($239.5K/$183.4M)	QoQ -6.67% (-$17.1K) YoY -4.00% (-$10.0K)
(cusip808524706)✕	8.3K	QoQ 0.00% (+0) YoY -3.70% (-321)	All Managers (Combined)	$230.2K	0.1% ($230.2K/$183.4M)	QoQ +3.52% (+$7.8K) YoY +5.14% (-$11.3K)
Walt Disney Co(DIScusip254687106)	2.3K	QoQ -1.14% (-27) YoY -1.14% (-27)	All Managers (Combined)	$230.0K	0.1% ($230.0K/$183.4M)	QoQ -12.37% (-$32.5K) YoY -20.26% (-$58.4K)
(cusip165167735)✕	2.0K	QoQ 0.00% (+0) YoY NEW(+2.0K)	All Managers (Combined)	$227.3K	0.1% ($227.3K/$183.4M)	QoQ +11.82% (+$24.0K) YoY NEW(+$227.3K)
(cusip00BLP1HW5)✕	555	QoQ NEW(+555) YoY NEW(+555)	All Managers (Combined)	$221.5K	0.1% ($221.5K/$183.4M)	QoQ NEW(+$221.5K) YoY NEW(+$221.5K)
(cusip971592327)✕	122.9K	QoQ 0.00% (+0) YoY NEW(+122.9K)	All Managers (Combined)	$220.6K	0.1% ($220.6K/$183.4M)	QoQ +2.42% (+$5.2K) YoY NEW(+$220.6K)
AES CORP(AEScusip00130H105)	17.3K	QoQ 0.00% (-0) YoY -4.11% (-744)	All Managers (Combined)	$215.2K	0.1% ($215.2K/$183.4M)	QoQ -3.49% (-$7.8K) YoY -33.58% (-$108.8K)
FLUOR CORP(FLRcusip343412102)	6.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$213.8K	0.1% ($213.8K/$183.4M)	QoQ -27.37% (-$80.6K) YoY -15.27% (-$38.6K)
Hudbay Minerals Inc.(HBMcusip443628102)	27.6K	QoQ +116.13% (+14.8K) YoY +0.11% (+33)	All Managers (Combined)	$209.3K	0.1% ($209.3K/$183.4M)	QoQ +102.52% (+$106.0K) YoY +8.55% (+$16.5K)