Iron Horse Wealth Management’s S&P Global SPGI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.16K	Hold	6	–	–	﹤0.01%	427
2025 Q1	$3.05K	Hold	6	–	–	﹤0.01%	418
2024 Q4	$2.99K	Hold	6	–	–	﹤0.01%	350
2024 Q3	$3.1K	Hold	6	–	–	﹤0.01%	341
2024 Q2	$2.68K	Hold	6	–	–	﹤0.01%	333
2024 Q1	$2.55K	Hold	6	–	–	﹤0.01%	320
2023 Q4	$2.64K	Hold	6	–	–	﹤0.01%	332
2023 Q3	$2.19K	Hold	6	–	–	﹤0.01%	351
2023 Q2	$2.4K	Hold	6	–	–	﹤0.01%	214
2023 Q1	$2.07K	Buy	+6	New	+$2.11K	﹤0.01%	250

Other funds holding SPGI

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

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

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

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Iron Horse Wealth Management held its S&P Global (SPGI) position steady in Q2 2025 at 6 shares worth $3.16K. The position accounts for ﹤0.01% of the portfolio, ranked #427.

Iron Horse Wealth Management first reported a position in SPGI in Q1 2023 and has held it in 10 quarters since. 2,062 funds tracked by Wall St. Rank hold SPGI as of Q2 2025.

Iron Horse Wealth Management held 6 shares of S&P Global worth $3.16K as of Q2 2025.
Iron Horse Wealth Management left its S&P Global share count unchanged in Q2 2025.
S&P Global made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #427 holding.
Iron Horse Wealth Management first reported a position in S&P Global in Q1 2023 and has held it in 10 quarters since.
2,062 funds tracked by Wall St. Rank held S&P Global as of Q2 2025.

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