Iron Horse Wealth Management’s State Street SPDR S&P Global Infrastructure ETF GII Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-12	Closed	-$1K	–	197
2022 Q2	$1K	Hold	12	–	–	﹤0.01%	219
2022 Q1	$1K	Hold	12	–	–	﹤0.01%	203
2021 Q4	$1K	Hold	12	–	–	﹤0.01%	189
2021 Q3	$1K	Hold	12	–	–	﹤0.01%	173
2021 Q2	$1K	Hold	12	–	–	﹤0.01%	172
2021 Q1	$1K	Hold	12	–	–	﹤0.01%	165
2020 Q4	$1K	Buy	+12	New	+$577	﹤0.01%	156

Other funds holding GII

Wealth Architects Mountain View, California $1.12B AUM 24.94% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WSWA

Warren Street Wealth Advisors Newport Beach, California $393M AUM 23.31% 1-Year Est. Return

WMR

Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Iron Horse Wealth Management's GII Position: Q3 2022 in Review

Iron Horse Wealth Management sold out of State Street SPDR S&P Global Infrastructure ETF (GII) in Q3 2022, closing a stake of 12 shares — an estimated $1K sold.

Iron Horse Wealth Management first reported a position in GII in Q4 2020 and held it in 7 quarters. The position peaked at $1K in Q2 2022. 65 funds tracked by Wall St. Rank hold GII as of Q3 2022.

Iron Horse Wealth Management reported no remaining State Street SPDR S&P Global Infrastructure ETF position as of Q3 2022 after selling out during the quarter.
Iron Horse Wealth Management sold 12 State Street SPDR S&P Global Infrastructure ETF shares in Q3 2022, an estimated $1K.
Iron Horse Wealth Management first reported a position in State Street SPDR S&P Global Infrastructure ETF in Q4 2020 and held it in 7 quarters.
Iron Horse Wealth Management's State Street SPDR S&P Global Infrastructure ETF position peaked at $1K in Q2 2022.
65 funds tracked by Wall St. Rank held State Street SPDR S&P Global Infrastructure ETF as of Q3 2022.

Based on Iron Horse Wealth Management's 13F filing for Q3 2022, filed 12 Oct 2022.