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Iron Horse Wealth Management’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

Iron Horse Wealth Management’s Portfolio USMC Stock Details USMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$11.9K Hold
191
– – ﹤0.01% 257
2025
Q1 		$10.8K Hold
191
– – ﹤0.01% 260
2024
Q4 		$11.5K Hold
191
– – ﹤0.01% 226
2024
Q3 		$10.9K Hold
191
– – ﹤0.01% 230
2024
Q2 		$10.4K Hold
191
– – ﹤0.01% 214
2024
Q1 		$9.81K Hold
191
– – ﹤0.01% 199
2023
Q4 		$8.93K Hold
191
– – ﹤0.01% 202
2023
Q3 		$8.18K Buy
+191
New +$8.43K ﹤0.01% 203

Other funds holding USMC

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OBWP
O'Brien Wealth Partners Waltham, Massachusetts $756M AUM 13.93% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return

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

Iron Horse Wealth Management held its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) position steady in Q2 2025 at 191 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #257.

Iron Horse Wealth Management first reported a position in USMC in Q3 2023 and has held it in 8 quarters since. 76 funds tracked by Wall St. Rank hold USMC as of Q2 2025.

  • Iron Horse Wealth Management held 191 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $11.9K as of Q2 2025.
  • Iron Horse Wealth Management left its Principal Exchange-Traded Funds Principal US Mega-Cap ETF share count unchanged in Q2 2025.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #257 holding.
  • Iron Horse Wealth Management first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q3 2023 and has held it in 8 quarters since.
  • 76 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q2 2025.

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