Iron Financial, LLC Purchases in Q2 2025

Iron Financial, LLC

  • $188 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
350
+ 0.92%
$243.75 - $303.93 $85.3K - $106K
38.6K $11.7M
DIVB
Ishares Tr U S Divid & Buyback

ETFs
17.5K
New
$42.56 - $50.32 $747K - $883K
17.5K $882K
SPY
Spdr S&P 500 ETF Trust

ETFs
114
+ 0.82%
$496.48 - $617.85 $56.6K - $70.4K
13.9K $8.62M
NVDA
Nvidia Corp

Technology
572
+ 3.81%
$94.31 - $157.99 $53.9K - $90.4K
15.6K $2.46M
SCHY
Schwab Strategic Tr Intl Divid

ETFs
7.36K
+ 3.08%
$23.14 - $27.82 $170K - $205K
246K $6.74M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
8.79K
+ 92.8%
$50.39 - $60.05 $443K - $528K
18.3K $1.1M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
5.68K
New
$71.28 - $83.74 $405K - $476K
5.68K $475K
CRWD
Crowd Strike Holdings, Inc.

Technology
281
+ 13.32%
$321.63 - $509.31 $90.4K - $143K
2.39K $1.22M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
5.11K
New
$91.43 - $91.74 $467K - $469K
5.11K $468K
AMZN
Amazon Com Inc

Consumer Cyclical
108
+ 0.78%
$167.32 - $223.3 $18.1K - $24.1K
14K $3.07M
VIG
Vanguard Dividend Appreciation

ETFs
2.23K
+ 30.92%
N/A
9.44K $1.72M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
6.89K
New
$48.13 - $49.85 $331K - $343K
6.89K $337K
QQQ
Invesco Qqq Trust, Series 1

ETFs
204
+ 10.79%
$416.06 - $551.64 $84.9K - $113K
2.1K $1.16M
DIS
Walt Disney CO

Communication Services
1.93K
New
$81.72 - $124.01 $157K - $239K
1.93K $238K
NOW
Service Now, Inc.

Technology
17
+ 1.8%
$721.65 - $1040.18 $12.3K - $17.7K
962 $989K
BEN
Franklin Resources Inc

Financial Services
9.78K
New
$16.66 - $23.85 $163K - $233K
9.78K $233K
RL
Ralph Lauren Corp

Consumer Cyclical
841
New
$182.34 - $286.22 $153K - $241K
841 $230K
NFLX
Netflix Inc

Communication Services
157
New
$855.86 - $1339.13 $134K - $210K
157 $210K
LYV
Live Nation Entertainment, Inc.

Communication Services
1.39K
New
$118.81 - $151.28 $165K - $210K
1.39K $210K
META
Meta Platforms, Inc.

Communication Services
44
+ 4.08%
$484.66 - $738.09 $21.3K - $32.5K
1.12K $828K
CBRE
Cbre Group, Inc.

Real Estate
1.47K
New
$113.94 - $140.12 $168K - $206K
1.47K $206K
CSX
Csx Corp

Industrials
6.27K
New
$26.69 - $32.91 $167K - $206K
6.27K $204K
GLDM
World Gold Trust

ETFs
3.09K
New
$58.96 - $67.97 $182K - $210K
3.09K $202K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
123
+ 0.27%
$32.66 - $40.75 $4.02K - $5.01K
46.4K $1.88M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
1.93K
+ 0.88%
$47.89 - $48.65 $92.6K - $94K
221K $10.8M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
102
+ 0.49%
$55.54 - $69.09 $5.67K - $7.05K
21K $1.45M
IQLT
Ishares Msci Intl Quality Fact

ETFs
1.57K
+ 9.62%
$35.9 - $43.76 $56.3K - $68.7K
17.9K $772K
IWF
Ishares Russell 1000 Gr ETF

ETFs
120
+ 10.7%
$320.42 - $424.58 $38.5K - $50.9K
1.24K $526K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
479
+ 1.62%
$34.72 - $42.74 $16.6K - $20.5K
30.1K $1.29M
WWD
Woodward, Inc.

Industrials
2
+ 0.1%
$157.29 - $247.55 $315 - $495
1.91K $468K
T
At&T Inc.

Communication Services
2.83K
+ 6.95%
$26.33 - $28.94 $74.4K - $81.8K
43.5K $1.26M
GOOGL
Alphabet Inc.

Communication Services
216
+ 7.27%
$144.7 - $178.6 $31.3K - $38.6K
3.19K $561K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
3.8K
+ 19.46%
$22.87 - $23.14 $86.9K - $87.9K
23.3K $537K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
301
+ 23.95%
$483.48 - $539.8 $146K - $162K
1.56K $756K
EL
Estee Lauder Companies Inc

Consumer Defensive
1
+ 0.02%
$50.06 - $80.8 $50.1 - $80.8
5.61K $453K
DLTR
Dollar Tree, Inc.

Consumer Defensive
33
+ 1.01%
$67.22 - $100.51 $2.22K - $3.32K
3.32K $328K
TSLA
Tesla, Inc.

Consumer Cyclical
29
+ 2.48%
$221.86 - $362.89 $6.43K - $10.5K
1.2K $380K
ABBV
Abb Vie Inc.

Healthcare
674
+ 26.84%
$170.16 - $206.27 $115K - $139K
3.19K $591K
CDW
Cdw Corp

Technology
8
+ 0.24%
$144.49 - $190.68 $1.16K - $1.53K
3.33K $595K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
15
+ 0.06%
$19.1 - $23.83 $287 - $357
23.5K $560K
IBM
International Business Machines Corp

Technology
12
+ 1.17%
$221.03 - $294.78 $2.65K - $3.54K
1.04K $305K
WMT
Walmart Inc.

Consumer Defensive
71
+ 1.75%
$81.79 - $99.98 $5.81K - $7.1K
4.13K $403K
IRM
Iron Mountain Inc

Real Estate
34
+ 1.37%
$76.93 - $105.25 $2.62K - $3.58K
2.52K $258K
ABT
Abbott Laboratories

Healthcare
274
+ 13.78%
$123.95 - $138.08 $34K - $37.8K
2.26K $307K
FAST
Fastenal CO

Industrials
6.33K
+ 99.5%
$40.65 - $83.16 $257K - $526K
12.7K $533K
AXP
American Express CO

Financial Services
1
+ 0.13%
$231.39 - $318.98 $231 - $319
792 $252K
EEMV
Ishares Msci Emerging Markets

ETFs
12
+ 0.15%
$54.12 - $62.8 $649 - $754
8.05K $505K
GOOG
Alphabet Inc.

Communication Services
28
+ 1.95%
$146.58 - $180.01 $4.1K - $5.04K
1.47K $260K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
9
+ 0.16%
$86.58 - $104.98 $779 - $945
5.52K $578K
Activity Summary
Buys All Purchases 84 New Holdings 12 Increased Positions 72 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 2 Puts 3
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