IHWM
XYZ

Iron Horse Wealth Management’s Block Inc XYZ Stock Holding History

Iron Horse Wealth Management’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$679 Buy
+10
New +$582 ﹤0.01% 543

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Iron Horse Wealth Management opened a new position in Block Inc (XYZ) in Q2 2025: 10 shares worth $679. The stake represents ﹤0.01% of the portfolio and ranks #543 among its holdings.

987 funds tracked by Wall St. Rank hold XYZ as of Q2 2025.

  • Iron Horse Wealth Management held 10 shares of Block Inc worth $679 as of Q2 2025.
  • Block Inc was a new Iron Horse Wealth Management position in Q2 2025.
  • Block Inc made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #543 holding.
  • 987 funds tracked by Wall St. Rank held Block Inc as of Q2 2025.

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