Iron Horse Wealth Management’s RH RH Stock Holding History

Iron Horse Wealth Management’s Portfolio RH Stock Details RH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.27K	Hold	12	–	–	﹤0.01%	464
2025 Q1	$2.81K	Hold	12	–	–	﹤0.01%	426
2024 Q4	$4.72K	Hold	12	–	–	﹤0.01%	310
2024 Q3	$4.01K	Hold	12	–	–	﹤0.01%	321
2024 Q2	$2.93K	Hold	12	–	–	﹤0.01%	324
2024 Q1	$4.18K	Hold	12	–	–	﹤0.01%	273
2023 Q4	$3.5K	Hold	12	–	–	﹤0.01%	304
2023 Q3	$3.17K	Buy	+12	New	+$4.17K	﹤0.01%	308

Other funds holding RH

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Iron Horse Wealth Management held its RH (RH) position steady in Q2 2025 at 12 shares worth $2.27K. The position accounts for ﹤0.01% of the portfolio, ranked #464.

Iron Horse Wealth Management first reported a position in RH in Q3 2023 and has held it in 8 quarters since. The position peaked at $4.72K in Q4 2024. 417 funds tracked by Wall St. Rank hold RH as of Q2 2025.

Iron Horse Wealth Management held 12 shares of RH worth $2.27K as of Q2 2025.
Iron Horse Wealth Management left its RH share count unchanged in Q2 2025.
RH made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #464 holding.
Iron Horse Wealth Management first reported a position in RH in Q3 2023 and has held it in 8 quarters since.
Iron Horse Wealth Management's RH position peaked at $4.72K in Q4 2024.
417 funds tracked by Wall St. Rank held RH as of Q2 2025.

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