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IHWM
Iron Horse Wealth Management’s
State Street SPDR ICE Preferred Securities ETF
PSK
Stock Holding History
Iron Horse Wealth Management’s Portfolio
PSK Stock Details
PSK Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q2
$65.6K
Sell
2,067
-136
-6%
-$4.3K
0.02%
121
2025
Q1
$71.4K
Hold
2,203
–
–
0.02%
102
2024
Q4
$72.7K
Sell
2,203
-10
-0.5%
-$346
0.02%
90
2024
Q3
$78.9K
Sell
2,213
-155
-7%
-$5.37K
0.03%
82
2024
Q2
$80.3K
Hold
2,368
–
–
0.03%
72
2024
Q1
$82.6K
Sell
2,368
-76
-3%
-$2.63K
0.03%
67
2023
Q4
$81.9K
Sell
2,444
-125
-5%
-$4.02K
0.04%
66
2023
Q3
$83.4K
Hold
2,569
–
–
0.04%
61
2023
Q2
$86K
Sell
2,569
-299
-10%
-$10K
0.04%
57
2023
Q1
$97.4K
Sell
2,868
-26
-0.9%
-$910
0.05%
52
2022
Q4
$95K
Buy
2,894
+2,280
+371%
+$76.9K
0.05%
53
2022
Q3
$21K
Sell
614
-2,781
-82%
-$101K
0.03%
63
2022
Q2
$122K
Sell
3,395
-26
-0.8%
-$941
0.07%
46
2022
Q1
$133K
Sell
3,421
-1
-0%
-$40
0.07%
45
2021
Q4
$147K
Sell
3,422
-75
-2%
-$3.21K
0.08%
45
2021
Q3
$152K
Sell
3,497
-247
-7%
-$10.8K
0.09%
45
2021
Q2
$166K
Sell
3,744
-190
-5%
-$8.29K
0.11%
46
2021
Q1
$171K
Sell
3,934
-241
-6%
-$10.4K
0.13%
42
2020
Q4
$185K
Buy
+4,175
New
+$183K
0.15%
35
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1-Year Est. Return
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$570B AUM
27.57%
1-Year Est. Return
SOWBOCOPL
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$152M AUM
0.51%
1-Year Est. Return
CFG
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$174M AUM
1.66%
1-Year Est. Return
Envestnet Asset Management
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$374B AUM
17.66%
1-Year Est. Return
LPL Financial
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$377B AUM
19.32%
1-Year Est. Return
PAS
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$12.8B AUM
19.38%
1-Year Est. Return
APWA
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$425M AUM
14.73%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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