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IRONWOOD INVESTMENT MANAGEMENT LLC: IWM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of IRONWOOD INVESTMENT MANAGEMENT LLC on IWM, newest first. How the timeline and the estimate are built.

IRONWOOD INVESTMENT MANAGEMENT LLC held 7,231 IWM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,231 shares
    Change vs previous 13F -13 shares

    0.75% of the 13F portfolio, value $2,172,554.

    13F-HR 0001376474-26-000566 filed by IRONWOOD INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 7,244 shares
    Change vs previous 13F -18,228 shares

    0.75% of the 13F portfolio, value $1,796,512.

    13F-HR 0001376474-26-000378 filed by IRONWOOD INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 25,472 shares
    Change vs previous 13F +901 shares

    2.64% of the 13F portfolio, value $6,270,188.

    13F-HR 0001376474-26-000161 filed by IRONWOOD INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 24,571 shares
    Change vs previous 13F -7,815 shares

    2.59% of the 13F portfolio, value $5,945,199.

    13F-HR 0001376474-25-000926 filed by IRONWOOD INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 32,386 shares
    Change vs previous 13F -2,552 shares

    3.4% of the 13F portfolio, value $6,988,575.

    13F-HR 0001376474-25-000744 filed by IRONWOOD INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 34,938 shares
    Change vs previous 13F -4,568 shares

    3.8% of the 13F portfolio, value $6,969,782.

    13F-HR 0001376474-25-000466 filed by IRONWOOD INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 39,506 shares
    Change vs previous 13F +2,861 shares

    4.35% of the 13F portfolio, value $8,729,246.

    13F-HR 0001376474-25-000173 filed by IRONWOOD INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 36,645 shares
    Change vs previous 13F not available

    3.94% of the 13F portfolio, value $8,094,514.

    13F-HR 0001376474-24-000686 filed by IRONWOOD INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).