Iron Horse Wealth Management’s Ford F Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$12K	Buy	1,110 +475	+75%	+$4.84K	﹤0.01%	256
2025 Q1	$6.37K	Sell	635 -147	-19%	-$1.44K	﹤0.01%	323
2024 Q4	$7.74K	Sell	782 -250	-24%	-$2.67K	﹤0.01%	263
2024 Q3	$10.9K	Hold	1,032	–	–	﹤0.01%	229
2024 Q2	$12.9K	Sell	1,032 -244	-19%	-$3.02K	﹤0.01%	196
2024 Q1	$16.9K	Sell	1,276 -610	-32%	-$7.39K	0.01%	150
2023 Q4	$23K	Hold	1,886	–	–	0.01%	113
2023 Q3	$23.4K	Buy	1,886 +127	+7%	+$1.65K	0.01%	104
2023 Q2	$26.6K	Hold	1,759	–	–	0.01%	94
2023 Q1	$22.2K	Sell	1,759 -30	-2%	-$376	0.01%	100
2022 Q4	$21K	Buy	1,789 +646	+57%	+$8.3K	0.01%	102
2022 Q3	$13K	Sell	1,143 -596	-34%	-$8.34K	0.02%	81
2022 Q2	$19K	Buy	1,739 +30	+2%	+$411	0.01%	105
2022 Q1	$29K	Buy	1,709 +174	+11%	+$3.31K	0.02%	93
2021 Q4	$32K	Buy	1,535 +26	+2%	+$478	0.02%	83
2021 Q3	$21K	Buy	1,509 +9	+0.6%	+$122	0.01%	90
2021 Q2	$22K	Buy	1,500 +610	+69%	+$8.11K	0.01%	94
2021 Q1	$11K	Buy	890 +546	+159%	+$6.25K	0.01%	104
2020 Q4	$3K	Buy	+344	New	+$2.88K	﹤0.01%	137

Other funds holding F

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

Newport Trust Company

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

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

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

Dimensional Fund Advisors

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

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return