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CIK: 0001127761
Total reported value
$289.2M
$289.2M
174 檔
14.4%
The Q3 2024 SEC filing reveals that Ironwood Investment Management LLC held a total portfolio value of $289.2M, covering 174 public equity positions.
In Q3 2024, Ironwood Investment Management LLC displayed an active expansion posture, initiating 10 new positions and adding to 83 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VTI, EFA, IWM) accounted for 14.4% of total reported equity market value during Q3 2024.
Top New Position Initiated
SGOV
市值: $1.2M
Top Position Liquidated / Trimmed
前期市值: $999.2K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 6.13% | -0.02% | +4.80% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-Other | 4.40% | -0.35% | +0.31% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 3.94% | — | +8.98% | |
| 4 | GPI | Group 1 Automotive Inc | Stock-Consumer Disc | 3.26% | -0.55% | — | |
| 5 | PI | Impinj Inc | Stock-Tech | 2.52% | +0.18% | -0.54% | |
| 6 | FRPT | Freshpet Inc | Stock-Consumer Staples | 2.45% | -0.15% | +0.90% | |
| 7 | SMCIUSD | Super Micro Computer Inc | Stock-Other | 1.90% | — | +91.14% | |
| 8 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 1.68% | -0.38% | +5.77% | |
| 9 | BBSI | Barrett Business Svcs Inc | Stock-Other | 1.65% | +0.01% | +2.48% | |
| 10 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.56% | +0.05% | +8.42% | |
| 11 | CYTK | Cytokinetics Inc | Stock-Healthcare | 1.53% | +0.11% | -0.50% | |
| 12 | PEGA | Pegasystems Inc | Stock-Tech | 1.47% | -0.57% | -0.42% | |
| 13 | ARW | Arrow Electronics Inc | Stock-Tech | 1.45% | +0.27% | +3.70% | |
| 14 | DY | Dycom Industries Inc | Stock-Industrials | 1.41% | +0.46% | +0.55% | |
| 15 | KOP | Koppers Holdings Inc | Stock-Other | 1.40% | -0.06% | +13.69% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.34% | -0.05% | -1.50% | |
| 17 | SGI | Somnigroup International Inc | Stock-Consumer Disc | 1.31% | -0.17% | -1.06% | |
| 18 | C | Citigroup Inc | Stock-Financials | 1.29% | -0.06% | +24.67% | |
| 19 | GFF | Griffon CORP | Stock-Industrials | 1.28% | +0.12% | — | |
| 20 | PRFTUSD | Perficient Inc | Stock-Other | 1.26% | — | +0.65% | |
| 21 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.14% | -0.02% | +0.16% | |
| 22 | SPSC | Sps Commerce Inc | Stock-Tech | 1.13% | -0.01% | +1.00% | |
| 23 | FSKAX | Fidelity Ttl Mkt Indx | Stock-Other | 1.03% | -0.04% | — | |
| 24 | GM | General Motors Co | Stock-Consumer Disc | 1.02% | -0.19% | +57.63% | |
| 25 | BECNUSD | Beacon Roofing Supply Inc | Stock-Other | 1.01% | — | -1.87% | |
| 26 | UFPI | Ufp Industries Inc | Stock-Materials | 0.99% | -0.11% | +1.02% | |
| 27 | ZETA | Zeta Global Holdings Corp-a | Stock-Tech | 0.99% | +0.01% | +0.74% | |
| 28 | KSS | Kohls CORP | Stock-Consumer Disc | 0.89% | +0.08% | +16.82% | |
| 29 | MYRG | Myr Group Inc/delaware | Stock-Industrials | 0.89% | +0.98% | -2.23% | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.85% | -0.16% | +0.12% | |
| 31 | CBT | Cabot CORP | Stock-Materials | 0.85% | +0.01% | -1.10% | |
| 32 | MCK | Mckesson CORP | Stock-Healthcare | 0.84% | -0.33% | -3.06% | |
| 33 | SHOO | Steven Madden LTD | Stock-Other | 0.83% | +0.02% | +1.04% | |
| 34 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 0.83% | +0.05% | +93.86% | |
| 35 | PGR | Progressive CORP | Stock-Financials | 0.79% | -0.04% | -4.73% | |
| 36 | ZTS | Zoetis Inc | Stock-Healthcare | 0.79% | -0.20% | +0.12% | |
| 37 | EXTR | Extreme Networks Inc | Stock-Other | 0.78% | +0.80% | -0.94% | |
| 38 | BBIO | Bridgebio Pharma Inc | Stock-Healthcare | 0.78% | -0.31% | -0.29% | |
| 39 | CSCO | Cisco Systems Inc | Stock-Tech | 0.77% | +0.18% | +129.30% | |
| 40 | WTS | Watts Water Technologies-a | Stock-Industrials | 0.76% | +0.11% | +1.52% | |
| 41 | DAR | Darling Ingredients Inc | Stock-Consumer Staples | 0.75% | -0.30% | -5.96% | |
| 42 | CVGI | Commercial Vehicle Group Inc | Stock-Other | 0.75% | +0.17% | +8.05% | |
| 43 | ACIW | Aci Worldwide Inc | Stock-Tech | 0.74% | +0.01% | -0.83% | |
| 44 | MRCY | Mercury Systems Inc | Stock-Industrials | 0.73% | +0.39% | -0.07% | |
| 45 | ADP | Automatic Data Processing | Stock-Tech | 0.73% | -0.10% | +0.17% | |
| 46 | IBM | Intl Business Machines CORP | Stock-Tech | 0.70% | -0.02% | -0.53% | |
| 47 | THG | Hanover Insurance Group Inc/ | Stock-Financials | 0.69% | +0.01% | -0.61% | |
| 48 | CRM | Salesforce Inc | Stock-Tech | 0.68% | -0.12% | -4.55% | |
| 49 | BDC | Belden Inc | Stock-Tech | 0.67% | -0.07% | — | |
| 50 | SM | Sm Energy Co | Stock-Energy | 0.67% | -0.50% | +17.13% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | +0.6% | NEW | New buy |
| 2 | PI | Impinj Inc | +0.5% | -0.54% | Trim |
| 3 | GPI | Group 1 Automotive Inc | +0.5% | — | Unchanged |
| 4 | CSCO | Cisco Systems Inc | +0.4% | +129.30% | Add |
| 5 | ZETA | Zeta Global Holdings Corp-a | +0.4% | +0.74% | Add |
| 6 | EVH | Evolent Health Inc - A | +0.3% | NEW | New buy |
| 7 | IWM | Ishares Russell 2000 ETF | +0.3% | +8.98% | Add |
| 8 | GM | General Motors Co | +0.3% | +57.63% | Add |
| 9 | EVLV | Evolv Technologies Holdings | +0.2% | +7.15% | Add |
| 10 | VYX | Ncr Voyix CORP | +0.2% | +46.74% | Add |
| 11 | NATL | Ncr Atleos CORP | +0.2% | +48.89% | Add |
| 12 | C | Citigroup Inc | +0.1% | +24.67% | Add |
| 13 | MRCY | Mercury Systems Inc | +0.1% | -0.07% | Trim |
| 14 | PEGA | Pegasystems Inc | +0.1% | -0.42% | Trim |
| 15 | BBSI | Barrett Business Svcs Inc | +0.1% | +2.48% | Add |
| 16 | RNAC | Cartesian Therapeutics Inc | +0.1% | NEW | New buy |
| 17 | ✓ | Westgold Resources Ltd. | +0.1% | NEW | New buy |
| 18 | KRNT | Kornit Digital Ltd. | +0.1% | NEW | New buy |
| 19 | ACIW | Aci Worldwide Inc | +0.1% | -0.83% | Trim |
| 20 | TMO | Thermo Fisher Scientific Inc | +0.1% | NEW | New buy |
| 21 | VLTO | Veralto CORP | +0.1% | NEW | New buy |
| 22 | KBR | Kbr Inc | +0.1% | NEW | New buy |
| 23 | AVNT | Avient CORP | +0.1% | NEW | New buy |
| 24 | DY | Dycom Industries Inc | +0.1% | +0.55% | Add |
| 25 | IBM | Intl Business Machines CORP | +0.1% | -0.53% | Trim |
| 26 | VICR | Vicor CORP | +0.1% | +1.17% | Add |
| 27 | AMRC | Ameresco Inc-cl A | +0.1% | +2.96% | Add |
| 28 | CBT | Cabot CORP | +0.1% | -1.10% | Trim |
| 29 | BDC | Belden Inc | +0.1% | — | Unchanged |
| 30 | ZS | Zscaler Inc | +0.1% | +43.80% | Add |
| 31 | IWV | Ishares Russell 3000 ETF | +0.1% | +8.42% | Add |
| 32 | UFPI | Ufp Industries Inc | +0.1% | +1.02% | Add |
| 33 | TPC | Tutor Perini CORP | +0.1% | -0.39% | Trim |
| 34 | DNLI | Denali Therapeutics Inc | +0.1% | +0.98% | Add |
| 35 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +4.80% | Add |
| 36 | T86 | Tri Pointe Homes Inc | +0.1% | +0.89% | Add |
| 37 | COHR | Coherent CORP | +0.1% | -0.73% | Trim |
| 38 | BHR | Braemar Hotels & Resorts Inc | +0.1% | — | Unchanged |
| 39 | PNW | Pinnacle West Capital Corporation | +0.1% | — | Unchanged |
| 40 | AUPH | Aurinia Pharmaceuticals Inc | +0.1% | +3.69% | Add |
| 41 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.1% | +63.68% | Add |
| 42 | ARW | Arrow Electronics Inc | +0.1% | +3.70% | Add |
| 43 | SGI | Somnigroup International Inc | +0.1% | -1.06% | Trim |
| 44 | SHOO | Steven Madden LTD | +0.1% | +1.04% | Add |
| 45 | PGR | Progressive CORP | 0% | -4.73% | Trim |
| 46 | THG | Hanover Insurance Group Inc/ | 0% | -0.61% | Trim |
| 47 | ADP | Automatic Data Processing | 0% | +0.17% | Add |
| 48 | STKL | Sunopta Inc | 0% | +2.48% | Add |
| 49 | SMARGBP | Smartsheet Inc-class A | 0% | +1.71% | Add |
| 50 | AEM | Agnico Eagle Mines LTD | 0% | +0.14% | Add |
According to official SEC Form 13F filings, Ironwood Investment Management LLC reported a total U.S. public equity portfolio value of $289.2M across 174 disclosed positions in Q3 2024.
During Q3 2024, Ironwood Investment Management LLC's top holdings by market value included VTI (6.1%)、EFA (4.4%)、IWM (3.9%). The largest single position, VTI, represented 6.1% of total portfolio value.
In Q3 2024, Ironwood Investment Management LLC made 146 total portfolio adjustments, initiating 10 new buys, adding to 83 positions, trimming 48 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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