Iron Horse Wealth Management’s CDW CDW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$5K	Hold	28	–	–	﹤0.01%	375
2025 Q1	$4.49K	Buy	+28	New	+$5.09K	﹤0.01%	378

Other funds holding CDW

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

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

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

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Iron Horse Wealth Management held its CDW (CDW) position steady in Q2 2025 at 28 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #375.

Iron Horse Wealth Management first reported a position in CDW in Q1 2025 and has held it in 2 quarters since. 848 funds tracked by Wall St. Rank hold CDW as of Q2 2025.

Iron Horse Wealth Management held 28 shares of CDW worth $5K as of Q2 2025.
Iron Horse Wealth Management left its CDW share count unchanged in Q2 2025.
CDW made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #375 holding.
Iron Horse Wealth Management first reported a position in CDW in Q1 2025 and has held it in 2 quarters since.
848 funds tracked by Wall St. Rank held CDW as of Q2 2025.

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