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Shantelle Reidy

Ironwood Investment Management Llc

Assets Managed
$239.81M
Holdings
179
Last Quarter
2026 - Q1
Filed Date
7d ago
Growth Rate
0.84%(2Q avg: 2.27%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Ironwood Investment Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 179 positions.

Assets under management

The assets under management (AUM) of Ironwood Investment Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 239.81M in assets, with a quarterly growth rate of 0.84% and a 2-quarter average growth rate of 2.27%. The portfolio is managed by Shantelle Reidy, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 6.93%
7.25%
$17.382M
54,181 shares@ $320.82 avg price
EFA
Ishares Msci Eafe Etf
Recent Activity
Increased 3.46%
5.09%
$12.194M
125,547 shares@ $97.13 avg price
SHV
Ishares Short Treasury Bond
Recent Activity
Increased 2.71%
2.98%
$7.133M
64,616 shares@ $110.39 avg price
MYRG
Myr Group Inc Delaware
Recent Activity
Decreased -1.26%
2.09%
$4.995M
17,693 shares@ $282.33 avg price
VICR
Vicor Corp
Recent Activity
Decreased -0.86%
2.08%
$4.973M
30,889 shares@ $161.0 avg price
GPI
Group 1 Automotive Inc
Recent Activity
Decreased -2%
2.02%
$4.836M
14,627 shares@ $330.63 avg price
DY
Dycom Industries Inc
Recent Activity
Decreased -1.23%
2.01%
$4.809M
14,192 shares@ $338.82 avg price
BBIO
Bridgebio Pharma Inc
Recent Activity
Decreased -1.34%
1.89%
$4.527M
60,960 shares@ $74.27 avg price
IWV
Ishares Russell 3000 Etf
Recent Activity
Increased 4.88%
1.75%
$4.182M
11,282 shares@ $370.69 avg price
C
Citigroup Inc
Recent Activity
Decreased -0.01%
1.69%
$4.033M
35,562 shares@ $113.41 avg price

1-10 of 179