IRONWOOD INVESTMENT MANAGEMENT LLC quarter change: USA ETF, Reduced
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, IRONWOOD INVESTMENT MANAGEMENT LLC opened 0 positions, added to 9, reduced 2, sold out of 0 and left 1 unchanged. The largest increase in value was VTI (+$3,527,303); the largest decrease was SGOV (-$251,610).
- IWM: Country of operation —; Class COM; Shares 2026-03-31 7,244; Shares 2026-06-30 7,231.
- SGOV: Country of operation —; Class COM; Shares 2026-03-31 6,468; Shares 2026-06-30 3,968.
Two Form 13F-HR filings compared (SEC CIK 1127761): 2026-03-31 (filed 2026-05-15) and 2026-06-30 (filed 2026-08-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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