Iron Financial, LLC Reduced Holdings in Q2 2025

Iron Financial, LLC

  • $188 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-6.16K
- 29.57%
$85.42 - $94.39 $526K - $582K
14.7K $1.38M
HTRB
Hartford Fds Total Return Bd E

ETFs
-16.7K
- 5.13%
$33.14 - $34.12 $555K - $571K
309K $10.5M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-15.9K
- 20.52%
$24.32 - $27.87 $387K - $444K
61.7K $1.63M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-15.3K
- 9.98%
$25.04 - $25.18 $384K - $386K
138K $3.48M
VGIT
Vanguard Intermediate Term Tre

ETFs
-4.73K
- 8.96%
$58.63 - $59.9 $277K - $283K
48K $2.87M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-3.05K
- 5.42%
$107.61 - $119.09 $328K - $363K
53.2K $6.31M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-6.16K
- 2.68%
$26.18 - $26.93 $161K - $166K
224K $5.96M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-20
- 0.3%
$90.21 - $112.66 $1.8K - $2.25K
6.68K $608K
MAA
Mid America Apartment Communities Inc.

Real Estate
-5
- 0.1%
$145.91 - $168.0 $730 - $840
5.06K $748K
STZ
Constellation Brands, Inc.

Consumer Defensive
-11
- 0.23%
$160.0 - $195.62 $1.76K - $2.15K
4.67K $759K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-2.61K
- 2.13%
$29.82 - $30.19 $77.8K - $78.7K
120K $3.62M
LNT
Alliant Energy Corp

Utilities
-33
- 0.26%
$58.79 - $64.85 $1.94K - $2.14K
12.8K $776K
COM
Direxion Shs ETF Tr Auspice Br

ETFs
-900
- 6.61%
$27.55 - $29.44 $24.8K - $26.5K
12.7K $351K
AMCR
Amcor PLC

Consumer Cyclical
-302
- 0.37%
$8.57 - $9.81 $2.59K - $2.96K
81.8K $752K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-3
- 0.34%
$225.56 - $335.19 $677 - $1.01K
875 $207K
JKHY
Henry Jack & Associates Inc

Technology
-26
- 0.53%
$163.54 - $186.02 $4.25K - $4.84K
4.84K $872K
TGT
Target Corp

Consumer Defensive
-11
- 0.49%
$88.76 - $105.77 $976 - $1.16K
2.24K $220K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-339
- 2.25%
$22.54 - $23.17 $7.64K - $7.85K
14.7K $338K
PSA
Public Storage

Real Estate
-3
- 0.4%
$266.31 - $309.77 $799 - $929
740 $217K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-2
- 0.01%
N/A
38.7K $3.33M
D
Dominion Energy, Inc

Utilities
-25
- 0.25%
$49.66 - $58.0 $1.24K - $1.45K
9.82K $555K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-102
- 4.01%
$72.96 - $90.39 $7.44K - $9.22K
2.44K $218K
PLTR
Palantir Technologies Inc.

Technology
-1.68K
- 36.41%
$74.01 - $144.25 $124K - $242K
2.93K $398K
HCA
Hca Healthcare, Inc.

Healthcare
-8
- 1.28%
$317.61 - $387.52 $2.54K - $3.1K
619 $237K
IWP
Ishares Russell Mid Cap Growth

ETFs
-133
- 3.79%
$104.34 - $138.68 $13.9K - $18.4K
3.38K $468K
NEM
Newmont Corp

Basic Materials
-46
- 0.25%
$44.18 - $59.46 $2.03K - $2.74K
18.6K $1.08M
CME
Cme Group Inc.

Financial Services
-86
- 0.15%
$252.37 - $290.71 $21.7K - $25K
58.7K $16.2M
MSFT
Microsoft Corp

Technology
-400
- 5.57%
$354.56 - $497.45 $142K - $199K
6.79K $3.37M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-1.32K
- 0.99%
$60.34 - $74.89 $79.6K - $98.9K
132K $9.85M
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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