Iron Horse Wealth Management’s Smith Micro Software SMSI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$11	Hold	3	–	–	﹤0.01%	589
2025 Q1	$10	Hold	3	–	–	﹤0.01%	595
2024 Q4	$17	Hold	3	–	–	﹤0.01%	507
2024 Q3	$13	Hold	3	–	–	﹤0.01%	506
2024 Q2	$29	Buy	+3	New	+$35	﹤0.01%	482
2024 Q1	–	Sell	-3	Closed	-$88	–	511
2023 Q4	$88	Hold	3	–	–	﹤0.01%	486
2023 Q3	$129	Hold	3	–	–	﹤0.01%	493
2023 Q2	$119	Hold	3	–	–	﹤0.01%	305
2023 Q1	$124	Hold	3	–	–	﹤0.01%	338
2022 Q4	$0	Buy	+3	New	+$262	﹤0.01%	274
2022 Q3	–	Sell	-3	Closed	–	–	259
2022 Q2	$0	Hold	3	–	–	﹤0.01%	310
2022 Q1	$0	Hold	3	–	–	﹤0.01%	266
2021 Q4	$1K	Hold	3	–	–	﹤0.01%	201
2021 Q3	$1K	Hold	3	–	–	﹤0.01%	189
2021 Q2	$1K	Hold	3	–	–	﹤0.01%	182
2021 Q1	$1K	Hold	3	–	–	﹤0.01%	175
2020 Q4	$1K	Buy	+3	New	+$571	﹤0.01%	163

Other funds holding SMSI

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Iron Horse Wealth Management held its Smith Micro Software (SMSI) position steady in Q2 2025 at 3 shares worth $11. The position accounts for ﹤0.01% of the portfolio, ranked #589.

Iron Horse Wealth Management first reported a position in SMSI in Q4 2020 and has held it in 17 quarters since. The position peaked at $1K in Q4 2021. 25 funds tracked by Wall St. Rank hold SMSI as of Q2 2025.

Iron Horse Wealth Management held 3 shares of Smith Micro Software worth $11 as of Q2 2025.
Iron Horse Wealth Management left its Smith Micro Software share count unchanged in Q2 2025.
Smith Micro Software made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #589 holding.
Iron Horse Wealth Management first reported a position in Smith Micro Software in Q4 2020 and has held it in 17 quarters since.
Iron Horse Wealth Management's Smith Micro Software position peaked at $1K in Q4 2021.
25 funds tracked by Wall St. Rank held Smith Micro Software as of Q2 2025.

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