Iron Horse Wealth Management’s FirstService FSV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$6.46K	Hold	37	–	–	﹤0.01%	343
2025 Q1	$6.14K	Hold	37	–	–	﹤0.01%	330
2024 Q4	$6.7K	Hold	37	–	–	﹤0.01%	280
2024 Q3	$6.75K	Hold	37	–	–	﹤0.01%	275
2024 Q2	$5.64K	Hold	37	–	–	﹤0.01%	263
2024 Q1	$6.13K	Sell	37 -56	-60%	-$9.24K	﹤0.01%	237
2023 Q4	$15.1K	Hold	93	–	–	0.01%	144
2023 Q3	$13.5K	Buy	93 +37	+66%	+$5.65K	0.01%	152
2023 Q2	$8.63K	Hold	56	–	–	﹤0.01%	160
2023 Q1	$7.89K	Hold	56	–	–	﹤0.01%	174
2022 Q4	$7K	Buy	+56	New	+$6.93K	﹤0.01%	138
2022 Q3	–	Sell	-33	Closed	-$4K	–	195
2022 Q2	$4K	Hold	33	–	–	﹤0.01%	157
2022 Q1	$5K	Buy	33 +10	+43%	+$1.52K	﹤0.01%	160
2021 Q4	$5K	Buy	23 +3	+15%	+$579	﹤0.01%	143
2021 Q3	$4K	Buy	20 +13	+186%	+$2.4K	﹤0.01%	139
2021 Q2	$1K	Hold	7	–	–	﹤0.01%	171
2021 Q1	$1K	Buy	+7	New	+$1.02K	﹤0.01%	164

Other funds holding FSV

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

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

Iron Horse Wealth Management held its FirstService (FSV) position steady in Q2 2025 at 37 shares worth $6.46K. The position accounts for ﹤0.01% of the portfolio, ranked #343.

Iron Horse Wealth Management first reported a position in FSV in Q1 2021 and has held it in 17 quarters since. The position peaked at $15.1K in Q4 2023. 322 funds tracked by Wall St. Rank hold FSV as of Q2 2025.

Iron Horse Wealth Management held 37 shares of FirstService worth $6.46K as of Q2 2025.
Iron Horse Wealth Management left its FirstService share count unchanged in Q2 2025.
FirstService made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #343 holding.
Iron Horse Wealth Management first reported a position in FirstService in Q1 2021 and has held it in 17 quarters since.
Iron Horse Wealth Management's FirstService position peaked at $15.1K in Q4 2023.
322 funds tracked by Wall St. Rank held FirstService as of Q2 2025.

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