Iron Horse Wealth Management’s Workiva WK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.42K	Hold	50	–	–	﹤0.01%	417
2025 Q1	$3.8K	Hold	50	–	–	﹤0.01%	400
2024 Q4	$5.47K	Hold	50	–	–	﹤0.01%	296
2024 Q3	$3.96K	Hold	50	–	–	﹤0.01%	322
2024 Q2	$3.65K	Hold	50	–	–	﹤0.01%	302
2024 Q1	$4.24K	Hold	50	–	–	﹤0.01%	270
2023 Q4	$5.08K	Hold	50	–	–	﹤0.01%	256
2023 Q3	$5.07K	Hold	50	–	–	﹤0.01%	260
2023 Q2	$5.08K	Hold	50	–	–	﹤0.01%	185
2023 Q1	$5.12K	Hold	50	–	–	﹤0.01%	199
2022 Q4	$4K	Buy	+50	New	+$3.88K	﹤0.01%	171
2022 Q3	–	Sell	-50	Closed	-$3K	–	295
2022 Q2	$3K	Hold	50	–	–	﹤0.01%	185
2022 Q1	$6K	Hold	50	–	–	﹤0.01%	153
2021 Q4	$7K	Hold	50	–	–	﹤0.01%	135
2021 Q3	$7K	Hold	50	–	–	﹤0.01%	126
2021 Q2	$6K	Hold	50	–	–	﹤0.01%	138
2021 Q1	$4K	Hold	50	–	–	﹤0.01%	138
2020 Q4	$5K	Buy	+50	New	+$3.51K	﹤0.01%	131

Other funds holding WK

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

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

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

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

Iron Horse Wealth Management held its Workiva (WK) position steady in Q2 2025 at 50 shares worth $3.42K. The position accounts for ﹤0.01% of the portfolio, ranked #417.

Iron Horse Wealth Management first reported a position in WK in Q4 2020 and has held it in 18 quarters since. The position peaked at $7K in Q4 2021. 312 funds tracked by Wall St. Rank hold WK as of Q2 2025.

Iron Horse Wealth Management held 50 shares of Workiva worth $3.42K as of Q2 2025.
Iron Horse Wealth Management left its Workiva share count unchanged in Q2 2025.
Workiva made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #417 holding.
Iron Horse Wealth Management first reported a position in Workiva in Q4 2020 and has held it in 18 quarters since.
Iron Horse Wealth Management's Workiva position peaked at $7K in Q4 2021.
312 funds tracked by Wall St. Rank held Workiva as of Q2 2025.

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