Iron Horse Wealth Management’s Cencora COR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$75K	Hold	250	–	–	0.02%	112
2025 Q1	$69.5K	Sell	250 -12	-5%	-$3.01K	0.02%	104
2024 Q4	$58.9K	Hold	262	–	–	0.02%	102
2024 Q3	$59K	Hold	262	–	–	0.02%	99
2024 Q2	$59K	Hold	262	–	–	0.02%	89
2024 Q1	$63.7K	Hold	262	–	–	0.03%	77
2023 Q4	$53.8K	Hold	262	–	–	0.02%	77
2023 Q3	$47.2K	Hold	262	–	–	0.02%	82
2023 Q2	$50.4K	Hold	262	–	–	0.02%	75
2023 Q1	$41.9K	Buy	262 +12	+5%	+$1.9K	0.02%	78
2022 Q4	$41K	Buy	+250	New	+$39.5K	0.02%	80
2022 Q3	–	Sell	-250	Closed	-$35K	–	168
2022 Q2	$35K	Hold	250	–	–	0.02%	77
2022 Q1	$39K	Hold	250	–	–	0.02%	81
2021 Q4	$33K	Hold	250	–	–	0.02%	80
2021 Q3	$30K	Hold	250	–	–	0.02%	80
2021 Q2	$29K	Hold	250	–	–	0.02%	86
2021 Q1	$30K	Hold	250	–	–	0.02%	79
2020 Q4	$24K	Buy	+250	New	+$25K	0.02%	84

Other funds holding COR

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Walgreens Boots Alliance Deerfield, Illinois $2.24B AUM 36.34% 1-Year Est. Return

Geode Capital Management

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return