Iron Horse Wealth Management’s Target TGT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$30.9K	Sell	313 -9	-3%	-$864	0.01%	179
2025 Q1	$33.6K	Buy	322 +9	+3%	+$1.13K	0.01%	154
2024 Q4	$42.3K	Buy	313 +45	+17%	+$6.45K	0.01%	128
2024 Q3	$41.8K	Buy	268 +45	+20%	+$6.7K	0.01%	126
2024 Q2	$33K	Sell	223 -50	-18%	-$7.87K	0.01%	132
2024 Q1	$48.4K	Buy	273 +45	+20%	+$6.85K	0.02%	90
2023 Q4	$32.5K	Buy	228 +65	+40%	+$7.93K	0.01%	98
2023 Q3	$18K	Buy	163 +20	+14%	+$2.54K	0.01%	122
2023 Q2	$18.9K	Hold	143	–	–	0.01%	111
2023 Q1	$23.7K	Hold	143	–	–	0.01%	96
2022 Q4	$21K	Buy	143 +11	+8%	+$1.73K	0.01%	104
2022 Q3	$20K	Sell	132 -49	-27%	-$7.84K	0.03%	66
2022 Q2	$26K	Sell	181 -18	-9%	-$3.45K	0.01%	89
2022 Q1	$42K	Hold	199	–	–	0.02%	78
2021 Q4	$46K	Hold	199	–	–	0.03%	71
2021 Q3	$46K	Buy	199 +2	+1%	+$501	0.03%	65
2021 Q2	$48K	Hold	197	–	–	0.03%	67
2021 Q1	$39K	Buy	197 +1	+0.5%	+$187	0.03%	73
2020 Q4	$35K	Buy	+196	New	+$32.7K	0.03%	72

Other funds holding TGT

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

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments

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

Geode Capital Management

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

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

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America

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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return