IHWM
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Iron Horse Wealth Management’s Jacobs Solutions J Stock Holding History

Iron Horse Wealth Management’s Portfolio J Stock Details J Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$5.13K Hold
39
– – ﹤0.01% 371
2025
Q1 		$4.71K Buy
+39
New +$5.02K ﹤0.01% 368

Other funds holding J

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

Iron Horse Wealth Management held its Jacobs Solutions (J) position steady in Q2 2025 at 39 shares worth $5.13K. The position accounts for ﹤0.01% of the portfolio, ranked #371.

Iron Horse Wealth Management first reported a position in J in Q1 2025 and has held it in 2 quarters since. 839 funds tracked by Wall St. Rank hold J as of Q2 2025.

  • Iron Horse Wealth Management held 39 shares of Jacobs Solutions worth $5.13K as of Q2 2025.
  • Iron Horse Wealth Management left its Jacobs Solutions share count unchanged in Q2 2025.
  • Jacobs Solutions made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #371 holding.
  • Iron Horse Wealth Management first reported a position in Jacobs Solutions in Q1 2025 and has held it in 2 quarters since.
  • 839 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2025.

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