IHWM
GSEW icon

Iron Horse Wealth Management’s Goldman Sachs Equal Weight US Large Cap Equity ETF GSEW Stock Holding History

Iron Horse Wealth Management’s Portfolio GSEW Stock Details GSEW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$60.3K Sell
740
-60
-8% -$4.6K 0.02% 125
2025
Q1 		$60.8K Hold
800
– – 0.02% 109
2024
Q4 		$61.8K Buy
800
+200
+33% +$15.9K 0.02% 99
2024
Q3 		$46.5K Buy
600
+400
+200% +$29.6K 0.02% 117
2024
Q2 		$14.2K Buy
200
+100
+100% +$7.09K 0.01% 188
2024
Q1 		$7.28K Hold
100
– – ﹤0.01% 227
2023
Q4 		$6.71K Buy
100
+80
+400% +$4.94K ﹤0.01% 227
2023
Q3 		$1.2K Hold
20
– – ﹤0.01% 414
2023
Q2 		$1.25K Buy
+20
New +$1.2K ﹤0.01% 260

Other funds holding GSEW

IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
ESL
Endurance Services Ltd Purchase, New York $594M AUM 8.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
CFG
CKW Financial Group Honolulu, Hawaii $917M AUM 18.41% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Iron Horse Wealth Management reduced its Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) stake by 7.5% in Q2 2025, selling an estimated $4.6K and leaving 740 shares worth $60.3K. The position accounts for 0.02% of the portfolio, ranked #125.

Iron Horse Wealth Management first reported a position in GSEW in Q2 2023 and has held it in 9 quarters since. The position peaked at $61.8K in Q4 2024. 151 funds tracked by Wall St. Rank hold GSEW as of Q2 2025.

  • Iron Horse Wealth Management held 740 shares of Goldman Sachs Equal Weight US Large Cap Equity ETF worth $60.3K as of Q2 2025.
  • Iron Horse Wealth Management sold 60 Goldman Sachs Equal Weight US Large Cap Equity ETF shares in Q2 2025, an estimated $4.6K.
  • Goldman Sachs Equal Weight US Large Cap Equity ETF made up 0.02% of Iron Horse Wealth Management's portfolio in Q2 2025, its #125 holding.
  • Iron Horse Wealth Management first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q2 2023 and has held it in 9 quarters since.
  • Iron Horse Wealth Management's Goldman Sachs Equal Weight US Large Cap Equity ETF position peaked at $61.8K in Q4 2024.
  • 151 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q2 2025.

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