IF
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IRON Financial’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

IRON Financial’s Portfolio MOAT Stock Details MOAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.43M Sell
33,041
-780
-2% -$78.9K 1.42% 21
2026
Q1 		$3.27M Buy
33,821
+75
+0.2% +$7.77K 1.43% 18
2025
Q4 		$3.49M Sell
33,746
-876
-3% -$89.5K 1.61% 16
2025
Q3 		$3.43M Sell
34,622
-4,120
-11% -$402K 1.64% 13
2025
Q2 		$3.63M Sell
38,742
-2
-0% -$175 1.88% 12
2025
Q1 		$3.41M Buy
38,744
+62
+0.2% +$5.71K 1.91% 14
2024
Q4 		$3.59M Sell
38,682
-4,412
-10% -$425K 2.02% 14
2024
Q3 		$4.18M Sell
43,094
-593
-1% -$54.2K 2.27% 13
2024
Q2 		$3.78M Sell
43,687
-231
-0.5% -$20.1K 2.12% 15
2024
Q1 		$3.95M Sell
43,918
-1,766
-4% -$152K 2.2% 15
2023
Q4 		$3.88M Sell
45,684
-793
-2% -$61.6K 2.2% 15
2023
Q3 		$3.52M Sell
46,477
-790
-2% -$62.9K 2.05% 15
2023
Q2 		$3.77M Sell
47,267
-471
-1% -$35.5K 2.02% 16
2023
Q1 		$3.52M Sell
47,738
-3,967
-8% -$282K 1.93% 16
2022
Q4 		$3.36M Sell
51,705
-726
-1% -$47.1K 1.93% 15
2022
Q3 		$3.15M Sell
52,431
-685
-1% -$46.1K 1.73% 16
2022
Q2 		$3.38M Sell
53,116
-967
-2% -$66.4K 1.77% 16
2022
Q1 		$4.04M Sell
54,083
-1,038
-2% -$76.5K 1.86% 16
2021
Q4 		$4.2M Buy
55,121
+1,730
+3% +$131K 1.87% 12
2021
Q3 		$3.91M Sell
53,391
-5,551
-9% -$418K 1.88% 12
2021
Q2 		$4.37M Sell
58,942
-2,206
-4% -$161K 2.04% 12
2021
Q1 		$4.24M Sell
61,148
-56,612
-48% -$3.73M 2.24% 12
2020
Q4 		$7.3M Buy
117,760
+1,291
+1% +$76K 3.67% 11
2020
Q3 		$6.36M Sell
116,469
-99
-0.1% -$5.41K 3.51% 11
2020
Q2 		$6.09M Buy
+116,568
New +$5.8M 3.14% 11

Other funds holding MOAT

MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LS
Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

IRON Financial's MOAT Position: Q2 2026 in Review

IRON Financial reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 2.3% in Q2 2026, selling an estimated $78.9K and leaving 33,041 shares worth $3.43M. The position accounts for 1.42% of the portfolio, ranked #21.

IRON Financial first reported a position in MOAT in Q2 2020 and has held it in 25 quarters since. The position peaked at $7.3M in Q4 2020. 337 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • IRON Financial held 33,041 shares of VanEck Morningstar Wide Moat ETF worth $3.43M as of Q2 2026.
  • IRON Financial sold 780 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $78.9K.
  • VanEck Morningstar Wide Moat ETF made up 1.42% of IRON Financial's portfolio in Q2 2026, its #21 holding.
  • IRON Financial first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2020 and has held it in 25 quarters since.
  • IRON Financial's VanEck Morningstar Wide Moat ETF position peaked at $7.3M in Q4 2020.
  • 337 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on IRON Financial's 13F filing for Q2 2026, filed 22 Jul 2026.