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IRONWOOD INVESTMENT MANAGEMENT LLC: SGOV position timeline

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

IRONWOOD INVESTMENT MANAGEMENT LLC held 3,968 SGOV 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 3,968 shares
    Change vs previous 13F -2,500 shares

    0.14% of the 13F portfolio, value $399,459.

    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 6,468 shares
    Change vs previous 13F -1,000 shares

    0.27% of the 13F portfolio, value $651,069.

    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 7,468 shares
    Change vs previous 13F +216 shares

    0.32% of the 13F portfolio, value $749,638.

    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 7,252 shares
    Change vs previous 13F +547 shares

    0.32% of the 13F portfolio, value $730,276.

    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 6,705 shares
    Change vs previous 13F -5,200 shares

    0.33% of the 13F portfolio, value $675,126.

    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 11,905 shares
    Change vs previous 13F 0 shares

    0.65% of the 13F portfolio, value $1,198,476.

    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 11,905 shares
    Change vs previous 13F 0 shares

    0.59% of the 13F portfolio, value $1,194,310.

    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 11,905 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $1,199,072.

    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).