Iron Horse Wealth Management, LLC ETFs

Iron Horse Wealth Management, LLC

$276 Million
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
ITOT Ishares Core S&P Total U.S. St	$0	$8,000 0.0% of portfolio	63	Q3 2023 Added 3.28%
CSB Victory Portf Ii Shs Us Small	$0	$7,000 0.0% of portfolio	124	Q4 2024 Added 0.81%
SPSM Spdr Portfolio S&P 600 Small C	$0	$7,000 0.0% of portfolio	163	Q4 2024 Reduced 1.21%
SHYG Ishares 0 5 Year High Yield CO	$0	$7,000 0.0% of portfolio	181	Q3 2023 New
SCHH Schwab Strategic U.S. Reit ETF	$0	$7,000 0.0% of portfolio	351	Q2 2024 New
EWL Ishares Inc Msci Switzerlnd	$0	$7,000 0.0% of portfolio	166	Q3 2023 New
SCHF Schwab Strategic Tr Intl Eqty	$0	$7,000 0.0% of portfolio	412	Q4 2024 Added 100.0%
EWC Ishares Msci Canada ETF	$0	$6,000 0.0% of portfolio	157	Q3 2023 New
VPU Vanguard Utilities ETF	$0	$5,000 0.0% of portfolio	32	Q3 2023 New
AOA Ishares Tr Core Aggressive All	$0	$5,000 0.0% of portfolio	72	Q4 2022 New
RWO Spdr Dow Jones Global Real Est	$0	$5,000 0.0% of portfolio	121	Q1 2024 Reduced 38.27%
DGRO Ishares Core Dividend Growth E	$0	$5,000 0.0% of portfolio	87	Q4 2022 New
VSS Vanguard Intl Eqty Ftse All Wo	$0	$5,000 0.0% of portfolio	50	Q3 2023 New
IWD Ishares Russell 1000 Val ETF	$0	$4,000 0.0% of portfolio	23	Q4 2022 Added 21.05%
HYD Vaneck High Yield Muni ETF	$0	$4,000 0.0% of portfolio	95	Q3 2023 New
SVOL Simplify ETF Simplify Volatili	$0	$4,000 0.0% of portfolio	200	Q4 2024 Reduced 90.91%
HAUZ Dbx ETF Tr Xtrackers Internati	$0	$4,000 0.0% of portfolio	251	Q2 2024 New
EBND Spdr Bloomberg Emerging Market	$0	$4,000 0.0% of portfolio	228	Q2 2024 New
ARKK Ark ETF Tr Innovation ETF (De)	$0	$4,000 0.0% of portfolio	73	Q4 2022 New
IVE Ishares S&P 500 Value ETF	$0	$3,000 0.0% of portfolio	20	Q1 2024 Reduced 13.04%
VXUS Vanguard Star Fd Vanguard Tota	$0	$3,000 0.0% of portfolio	62	Q4 2023 Added 210.0%
PZA Invesco ETF Tr Ii Natl Amt Fre	$0	$2,000 0.0% of portfolio	102	Q3 2023 New
SHM Spdr Nuveen Bloomberg Short Te	$0	$2,000 0.0% of portfolio	46	Q3 2023 New
EMHY Ishares J.P. Morgan Em High Yi	$0	$2,000 0.0% of portfolio	70	Q3 2023 New
SPMD Spdr Portfolio	$0	$2,000 0.0% of portfolio	46	Q4 2024 Reduced 17.86%
MUB Ishares National Muni Bond ETF	$0	$2,000 0.0% of portfolio	22	Q3 2023 New
AMLP Alps ETF Tr Alerian Mlp ETF	$0	$2,000 0.0% of portfolio	52	Q3 2023 New
VNQI Vanguard Global Ex U.S. Real	$0	$1,000 0.0% of portfolio	39	Q2 2024 New
IVW Ishares S&P 500 Growth ETF	$0	$1,000 0.0% of portfolio	12	Q4 2024 Added 20.0%
EFAV Ishares Msci Eafe Min Vol Fact	$0	$1,000 0.0% of portfolio	15	Q3 2023 New
HDV Ishares Core High Dividend ETF	$0	$1,000 0.0% of portfolio	10	Q1 2024 Reduced 90.38%
YOLO Advisorshares Tr Pure Cannabis	$0	$0 0.0% of portfolio	1	Q3 2024 Reduced 87.5%
EMLC Vaneck ETF Tr J.P. Morgan Em L	$0	$0 0.0% of portfolio	15	Q2 2024 New
AGG Ishares Core U.S. Aggregate Bo	$0	$0 0.0% of portfolio	3	Q1 2024 Added 50.0%
DVYE Ishares Emerging Markets Divid	$0	$0 0.0% of portfolio	10	Q3 2024 Added 11.11%
FHLC Fidelity Covington Tr Msci Hea	$0	$0 0.0% of portfolio	6	Q2 2023 Added 20.0%
TLT Ishares Barclays 20+ Year Trea	$0	$0 0.0% of portfolio	1	Q1 2024 New
IUSV Ishares Core S&P U.S. Value Et	$0	$0 0.0% of portfolio	8	Q2 2024 Added 14.29%
IJS Ishares S&P Smallcap 600 Value	$0	$0 0.0% of portfolio	2	Q4 2022 New
IJT Ishares S&P Small Cap 600 Grow	$0	$0 0.0% of portfolio	2	Q4 2022 New
EMB Ishares Tr	$0	$0 0.0% of portfolio	1	Q4 2024 New
IDV Ishares Tr	$0	$0 0.0% of portfolio	16	Q2 2024 Added 6.67%
HYG Ishares Tr	$0	$0 0.0% of portfolio	3	Q4 2022 New
MBB Ishares Tr	$0	$0 0.0% of portfolio	10	Q3 2023 New
PFF Ishares Trust Ishares Pfd And	$0	$0 0.0% of portfolio	9	Q2 2024 Added 12.5%
FLOT Ishares Tr Fltg Rate Nt ETF	$0	$0 0.0% of portfolio	5	Q2 2023 Added 25.0%
IXUS Ishares Tr	$0	$0 0.0% of portfolio	9	Q2 2023 Added 12.5%
ISTB Ihares Core 1 5 Years Usd Bond	$0	$0 0.0% of portfolio	5	Q2 2023 Added 25.0%
TFLO Ishares Treasury Floating Rate	$0	$0 0.0% of portfolio	1	Q4 2024 New
JAGG Jpmorgan Tr Us Aggregate Bond	$0	$0 0.0% of portfolio	479,434	Q4 2024 Added 3.68%

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Iron Horse Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iron Horse Wealth Management, LLC with notifications on news.