IronOak Wealth’s S&P Global SPGI Stock Holding History

IronOak Wealth’s Portfolio SPGI Stock Details SPGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.99M	Buy	+3,769	New	+$1.88M	1.93%	19
2024 Q4	$1.09M	Buy	+2,192	New	+$1.11M	1.22%	30

Other funds holding SPGI

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

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

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

IronOak Wealth's SPGI Position: Q2 2025 in Review

IronOak Wealth opened a new position in S&P Global (SPGI) in Q2 2025: 3,769 shares worth $1.99M. The stake represents 1.93% of the portfolio and ranks #19 among its holdings. This is a return to the name: IronOak Wealth previously reported a position in SPGI as recently as Q4 2024.

IronOak Wealth first reported a position in SPGI in Q4 2024 and has held it in 2 quarters since. 2,067 funds tracked by Wall St. Rank hold SPGI as of Q2 2025.

IronOak Wealth held 3,769 shares of S&P Global worth $1.99M as of Q2 2025.
S&P Global was a new IronOak Wealth position in Q2 2025.
S&P Global made up 1.93% of IronOak Wealth's portfolio in Q2 2025, its #19 holding.
IronOak Wealth first reported a position in S&P Global in Q4 2024 and has held it in 2 quarters since.
2,067 funds tracked by Wall St. Rank held S&P Global as of Q2 2025.

Based on IronOak Wealth's 13F filing for Q2 2025, filed 14 Jul 2025.