IHWM
O icon

Iron Horse Wealth Management’s Realty Income O Stock Holding History

Iron Horse Wealth Management’s Portfolio O Stock Details O Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$7.37K Hold
128
– – ﹤0.01% 327
2025
Q1 		$7.42K Buy
128
+68
+113% +$3.76K ﹤0.01% 309
2024
Q4 		$3.21K Buy
60
+20
+50% +$1.17K ﹤0.01% 345
2024
Q3 		$2.54K Buy
40
+20
+100% +$1.19K ﹤0.01% 358
2024
Q2 		$1.06K Hold
20
– – ﹤0.01% 410
2024
Q1 		$1.08K Buy
+20
New +$1.08K ﹤0.01% 395
2023
Q2 		– Sell
-63
Closed -$3.99K – 338
2023
Q1 		$3.99K Sell
63
-250
-80% -$16.2K ﹤0.01% 215
2022
Q4 		$20K Buy
+313
New +$19.4K 0.01% 107
2022
Q3 		– Sell
-228
Closed -$16K – 230
2022
Q2 		$16K Buy
228
+3
+1% +$206 0.01% 111
2022
Q1 		$16K Buy
+225
New +$15.3K 0.01% 116

Other funds holding O

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return