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Iron Horse Wealth Management’s Eaton ETN Stock Holding History

Iron Horse Wealth Management’s Portfolio ETN Stock Details ETN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$7.85K Sell
22
-1
-4% -$308 ﹤0.01% 322
2025
Q1 		$6.25K Buy
+23
New +$7.16K ﹤0.01% 329

Other funds holding ETN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Iron Horse Wealth Management reduced its Eaton (ETN) stake by 4.3% in Q2 2025, selling an estimated $308 and leaving 22 shares worth $7.85K. The position accounts for ﹤0.01% of the portfolio, ranked #322.

Iron Horse Wealth Management first reported a position in ETN in Q1 2025 and has held it in 2 quarters since. 2,321 funds tracked by Wall St. Rank hold ETN as of Q2 2025.

  • Iron Horse Wealth Management held 22 shares of Eaton worth $7.85K as of Q2 2025.
  • Iron Horse Wealth Management sold 1 Eaton share in Q2 2025, an estimated $308.
  • Eaton made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #322 holding.
  • Iron Horse Wealth Management first reported a position in Eaton in Q1 2025 and has held it in 2 quarters since.
  • 2,321 funds tracked by Wall St. Rank held Eaton as of Q2 2025.

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