IronOak Wealth’s Visa V Stock Holding History

IronOak Wealth’s Portfolio V Stock Details V Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.78M	Buy	+5,027	New	+$1.75M	1.73%	23
2024 Q4	$1.33M	Buy	+4,220	New	+$1.27M	1.49%	26

Other funds holding V

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

IronOak Wealth's V Position: Q2 2025 in Review

IronOak Wealth opened a new position in Visa (V) in Q2 2025: 5,027 shares worth $1.78M. The stake represents 1.73% of the portfolio and ranks #23 among its holdings. This is a return to the name: IronOak Wealth previously reported a position in V as recently as Q4 2024.

IronOak Wealth first reported a position in V in Q4 2024 and has held it in 2 quarters since. 4,348 funds tracked by Wall St. Rank hold V as of Q2 2025.

IronOak Wealth held 5,027 shares of Visa worth $1.78M as of Q2 2025.
Visa was a new IronOak Wealth position in Q2 2025.
Visa made up 1.73% of IronOak Wealth's portfolio in Q2 2025, its #23 holding.
IronOak Wealth first reported a position in Visa in Q4 2024 and has held it in 2 quarters since.
4,348 funds tracked by Wall St. Rank held Visa as of Q2 2025.

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