Iron Financial, LLC Sells in Q3 2025

Iron Financial, LLC

  • $205 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-52.3K
- 37.85%
$25.09 - $25.19 $1.31M - $1.32M
85.9K $2.16M
HTRB
Hartford Fds Total Return Bd E

ETFs
-35.6K
- 11.5%
$33.47 - $34.58 $1.19M - $1.23M
274K $9.39M
MCD
Mcdonalds Corp

Consumer Cyclical
-2.71K
- 75.52%
$291.67 - $316.99 $790K - $858K
878 $266K
JNJ
Johnson & Johnson

Healthcare
-5.01K
- 47.1%
$155.17 - $185.42 $778K - $930K
5.63K $1.04M
UDR
Udr, Inc.

Real Estate
-13.1K
- 66.15%
$36.71 - $41.37 $479K - $540K
6.68K $248K
AMCR
Amcor PLC

Consumer Cyclical
-56.1K
- 68.6%
$7.97 - $9.94 $447K - $558K
25.7K $210K
MAA
Mid America Apartment Communities Inc.

Real Estate
-3.46K
- 68.45%
$138.38 - $153.2 $479K - $530K
1.6K $222K
STZ
Constellation Brands, Inc.

Consumer Defensive
-2.56K
- 54.87%
$131.78 - $176.09 $338K - $451K
2.11K $283K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-4.12K
- 10.63%
N/A
34.6K $2.97M
CME
Cme Group Inc.

Financial Services
-98
- 0.17%
$258.83 - $287.1 $25.4K - $28.1K
58.6K $15.8M
EL
Estee Lauder Companies Inc

Consumer Defensive
-3.12K
- 55.69%
$83.65 - $95.26 $261K - $297K
2.49K $218K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-10.2K
- 4.56%
$26.44 - $27.1 $269K - $276K
213K $5.75M
CRWD
Crowd Strike Holdings, Inc.

Technology
-281
- 11.76%
$412.46 - $514.1 $116K - $144K
2.11K $1.03M
T
At&T Inc.

Communication Services
-1.82K
- 4.18%
$26.94 - $29.62 $48.9K - $53.8K
41.7K $1.18M
IBM
International Business Machines Corp

Technology
-101
- 9.74%
$234.77 - $292.47 $23.7K - $29.5K
936 $264K
DIS
Walt Disney CO

Communication Services
-88
- 4.57%
$112.25 - $124.0 $9.88K - $10.9K
1.84K $210K
KO
Coca Cola CO

Consumer Defensive
-40
- 1.05%
$65.67 - $71.67 $2.63K - $2.87K
3.77K $250K
VGIT
Vanguard Intermediate Term Tre

ETFs
-376
- 0.78%
$58.97 - $60.36 $22.2K - $22.7K
47.6K $2.86M
ABT
Abbott Laboratories

Healthcare
-24
- 1.06%
$120.51 - $136.62 $2.89K - $3.28K
2.24K $299K
MSFT
Microsoft Corp

Technology
-275
- 4.05%
$491.09 - $535.64 $135K - $147K
6.51K $3.37M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-202
- 1.38%
$92.18 - $95.14 $18.6K - $19.2K
14.5K $1.38M
IWP
Ishares Russell Mid Cap Growth

ETFs
-93
- 2.75%
$137.51 - $145.26 $12.8K - $13.5K
3.28K $467K
SMOT
Vaneck ETF Tr Morningstar Smid
-475
- 2.55%
N/A
18.1K $0
SPSB
Spdr Portfolio Short Term Corp

ETFs
-251
- 0.21%
$30.02 - $30.29 $7.54K - $7.6K
120K $3.63M
LYV
Live Nation Entertainment, Inc.

Communication Services
-28
- 2.01%
$143.56 - $174.06 $4.02K - $4.87K
1.36K $222K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-493
- 0.93%
$116.29 - $120.92 $57.3K - $59.6K
52.7K $6.32M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-2
- 0.13%
$459.11 - $506.91 $918 - $1.01K
1.56K $782K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-218
- 1.19%
$59.61 - $63.09 $13K - $13.8K
18K $1.13M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-364
- 0.78%
$39.8 - $42.86 $14.5K - $15.6K
46.1K $1.97M
VTI
Vanguard Total Stock Market Et

ETFs
-2.51K
- 6.51%
$303.93 - $329.86 $763K - $829K
36.1K $11.8M
PLTR
Palantir Technologies Inc.

Technology
-87
- 2.97%
$130.68 - $186.97 $11.4K - $16.3K
2.84K $517K
ABBV
Abb Vie Inc.

Healthcare
-57
- 1.79%
$184.85 - $231.54 $10.5K - $13.2K
3.13K $724K
INTC
Intel Corp

Technology
-136
- 1.01%
$19.31 - $35.5 $2.63K - $4.83K
13.4K $449K
JPM
Jpmorgan Chase & CO

Financial Services
-196
- 2.17%
$282.78 - $316.06 $55.4K - $61.9K
8.85K $2.79M
SPY
Spdr S&P 500 ETF Trust

ETFs
-240
- 1.72%
$617.65 - $666.84 $148K - $160K
13.7K $9.13M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-61
- 0.05%
$74.93 - $80.73 $4.57K - $4.92K
131K $10.6M
AAPL
Apple Inc.

Technology
-934
- 1.44%
$202.38 - $256.87 $189K - $240K
63.9K $16.3M
Activity Summary
Buys All Purchases 92 New Holdings 40 Increased Positions 52 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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