IHWM
MDV

Iron Horse Wealth Management’s Modiv Industrial MDV Stock Holding History

Iron Horse Wealth Management’s Portfolio MDV Stock Details MDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$781 Buy
56
+2
+4% +$30 ﹤0.01% 535
2025
Q1 		$874 Buy
54
+1
+2% +$15 ﹤0.01% 522
2024
Q4 		$795 Hold
53
– – ﹤0.01% 450
2024
Q3 		$882 Buy
53
+1
+2% +$15 ﹤0.01% 446
2024
Q2 		$729 Buy
52
+1
+2% +$15 ﹤0.01% 432
2024
Q1 		$850 Buy
51
+1
+2% +$15 ﹤0.01% 417
2023
Q4 		$681 Buy
50
+12
+32% +$168 ﹤0.01% 444
2023
Q3 		$584 Buy
+38
New +$481 ﹤0.01% 461

Other funds holding MDV

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

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

Iron Horse Wealth Management increased its Modiv Industrial (MDV) stake by 3.7% in Q2 2025, buying an estimated $30 and bringing the position to 56 shares worth $781. The position accounts for ﹤0.01% of the portfolio, ranked #535.

Iron Horse Wealth Management first reported a position in MDV in Q3 2023 and has held it in 8 quarters since. The position peaked at $882 in Q3 2024. 70 funds tracked by Wall St. Rank hold MDV as of Q2 2025.

  • Iron Horse Wealth Management held 56 shares of Modiv Industrial worth $781 as of Q2 2025.
  • Iron Horse Wealth Management bought 2 Modiv Industrial shares in Q2 2025, an estimated $30.
  • Modiv Industrial made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #535 holding.
  • Iron Horse Wealth Management first reported a position in Modiv Industrial in Q3 2023 and has held it in 8 quarters since.
  • Iron Horse Wealth Management's Modiv Industrial position peaked at $882 in Q3 2024.
  • 70 funds tracked by Wall St. Rank held Modiv Industrial as of Q2 2025.

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