IHWM
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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

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return