IHWM
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Iron Horse Wealth Management’s Five Below FIVE Stock Holding History

Iron Horse Wealth Management’s Portfolio FIVE Stock Details FIVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-47
Closed -$4.93K – 619
2024
Q4 		$4.93K Hold
47
– – ﹤0.01% 306
2024
Q3 		$4.15K Hold
47
– – ﹤0.01% 315
2024
Q2 		$5.12K Hold
47
– – ﹤0.01% 270
2024
Q1 		$8.53K Hold
47
– – ﹤0.01% 211
2023
Q4 		$10K Hold
47
– – ﹤0.01% 188
2023
Q3 		$7.56K Buy
47
+46
+4,600% +$8.41K ﹤0.01% 217
2023
Q2 		$197 Hold
1
– – ﹤0.01% 302
2023
Q1 		$206 Hold
1
– – ﹤0.01% 335
2022
Q4 		$0 Hold
1
– – ﹤0.01% 250
2022
Q3 		$0 Hold
1
– – ﹤0.01% 193
2022
Q2 		$0 Hold
1
– – ﹤0.01% 267
2022
Q1 		$0 Hold
1
– – ﹤0.01% 230
2021
Q4 		$0 Hold
1
– – ﹤0.01% 220
2021
Q3 		$0 Buy
+1
New +$199 ﹤0.01% 210

Other funds holding FIVE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Iron Horse Wealth Management's FIVE Position: Q1 2025 in Review

Iron Horse Wealth Management sold out of Five Below (FIVE) in Q1 2025, closing a stake of 47 shares — an estimated $4.93K sold.

Iron Horse Wealth Management first reported a position in FIVE in Q3 2021 and held it in 14 quarters. The position peaked at $10K in Q4 2023. 409 funds tracked by Wall St. Rank hold FIVE as of Q1 2025.

  • Iron Horse Wealth Management reported no remaining Five Below position as of Q1 2025 after selling out during the quarter.
  • Iron Horse Wealth Management sold 47 Five Below shares in Q1 2025, an estimated $4.93K.
  • Iron Horse Wealth Management first reported a position in Five Below in Q3 2021 and held it in 14 quarters.
  • Iron Horse Wealth Management's Five Below position peaked at $10K in Q4 2023.
  • 409 funds tracked by Wall St. Rank held Five Below as of Q1 2025.

Based on Iron Horse Wealth Management's 13F filing for Q1 2025, filed 1 May 2025.