Iron Horse Wealth Management’s AMES National ATLO Stock Holding History

Iron Horse Wealth Management’s Portfolio ATLO Stock Details ATLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$5.18K	Hold	291	–	–	﹤0.01%	368
2025 Q1	$5.1K	Hold	291	–	–	﹤0.01%	358
2024 Q4	$4.78K	Hold	291	–	–	﹤0.01%	308
2024 Q3	$5.3K	Hold	291	–	–	﹤0.01%	296
2024 Q2	$5.96K	Hold	291	–	–	﹤0.01%	258
2024 Q1	$5.87K	Hold	291	–	–	﹤0.01%	242
2023 Q4	$6.21K	Hold	291	–	–	﹤0.01%	241
2023 Q3	$4.83K	Hold	291	–	–	﹤0.01%	264
2023 Q2	$5.25K	Hold	291	–	–	﹤0.01%	183
2023 Q1	$6.05K	Buy	+291	New	+$6.8K	﹤0.01%	185

Other funds holding ATLO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EPCA

Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return

Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Iron Horse Wealth Management's ATLO Position: Q2 2025 in Review

Iron Horse Wealth Management held its AMES National (ATLO) position steady in Q2 2025 at 291 shares worth $5.18K. The position accounts for ﹤0.01% of the portfolio, ranked #368.

Iron Horse Wealth Management first reported a position in ATLO in Q1 2023 and has held it in 10 quarters since. The position peaked at $6.21K in Q4 2023. 69 funds tracked by Wall St. Rank hold ATLO as of Q2 2025.

Iron Horse Wealth Management held 291 shares of AMES National worth $5.18K as of Q2 2025.
Iron Horse Wealth Management left its AMES National share count unchanged in Q2 2025.
AMES National made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #368 holding.
Iron Horse Wealth Management first reported a position in AMES National in Q1 2023 and has held it in 10 quarters since.
Iron Horse Wealth Management's AMES National position peaked at $6.21K in Q4 2023.
69 funds tracked by Wall St. Rank held AMES National as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.