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True Wealth Design’s Disc Medicine IRON Stock Holding History

True Wealth Design’s Portfolio IRON Stock Details IRON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1
Closed -$64 – 2770
2026
Q1 		$64 Hold
1
– – ﹤0.01% 2533
2025
Q4 		$80 Hold
1
– – ﹤0.01% 2371
2025
Q3 		$67 Hold
1
– – ﹤0.01% 2527
2025
Q2 		$53 Sell
1
-6
-86% -$282 ﹤0.01% 2368
2025
Q1 		$348 Buy
7
+6
+600% +$334 ﹤0.01% 1715
2024
Q4 		$64 Buy
+1
New +$58 ﹤0.01% 1301

Other funds holding IRON

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPC
Vestal Point Capital New York $4.28B AUM 239% 1-Year Est. Return
AVLSA
Atlas Venture Life Science Advisors Cambridge, Massachusetts $881M AUM 160.77% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

True Wealth Design's IRON Position: Q2 2026 in Review

True Wealth Design sold out of Disc Medicine (IRON) in Q2 2026, closing a stake of 1 share — an estimated $64 sold.

True Wealth Design first reported a position in IRON in Q4 2024 and held it in 6 quarters. The position peaked at $348 in Q1 2025. 215 funds tracked by Wall St. Rank hold IRON as of Q2 2026.

  • True Wealth Design reported no remaining Disc Medicine position as of Q2 2026 after selling out during the quarter.
  • True Wealth Design sold 1 Disc Medicine share in Q2 2026, an estimated $64.
  • True Wealth Design first reported a position in Disc Medicine in Q4 2024 and held it in 6 quarters.
  • True Wealth Design's Disc Medicine position peaked at $348 in Q1 2025.
  • 215 funds tracked by Wall St. Rank held Disc Medicine as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.