IRON HORSE WEALTH MANAGEMENT, LLC

HTTP://WWW.IRONHORSEWM.COM JOHSTON, IA Investment Advisor How do I update this listing?

Iron Horse Wealth Management is based out of Johston. Iron Horse Wealth Management is a large advisory firm with 882 clients and discretionary assets under management (AUM) of $210,054,651 (Form ADV from 2021-07-27). Their last reported 13F filing for Q2 2021 included $151,664,000 in managed 13F securities and a top 10 holdings concentration of 66.61%. Iron Horse Wealth Management's largest holding is iShares iBoxx Investment Grade Corporate Bond Fund with shares held of 107,624. Whalewisdom has at least 3 13F filings

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06/30/2021

13F Activity

  • Market Value $151.664 Million
  • Prior Market Value $133.52 Million
  • New Purchases16 stocks
  • Additional Purchases30 stocks
  • Sold out of11 stocks
  • Reduced holdings in31 stocks
  • Top 10 Holdings % 66.61 %
  • Turnover % [1]:12.86%
  • Turnover Alt % [2]: 3.64 %
  • Time Held Top20:1.90 quarters
  • Time Held Top10:1.80 quarters
  • Time Held All:1.77 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2021

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2021-08-16

Performance for Q2 2021: 2.93%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

IRON HORSE WEALTH MANAGEMENT, LLC
8711 WINDSOR PARKWAY SUITE 4
JOHNSTON IA    50131
Country: United States

Business Phone: 515-779-6250
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: IA
Number of employees: 5
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges
Amount of client funds and securities:
Total Number of Clients: 882
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Insider Transactions in the past year

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IRON HORSE WEALTH MANAGEMENT, LLC

ownership team - last updated 2021-03-10
Name Title Start Date Direct/Indirect % Ownership
MARKWAY, DENNIS, LEE MANAGING MEMBER, CHIEF COMPLIANCE OFFICER 08/01/2012 Direct 75% or more
Fund Name Position direct/indirect start date end date
IRON HORSE WEALTH MANAGEMENT, LLC MANAGING MEMBER, CHIEF COMPLIANCE OFFICER direct 2012-08-01
MARKWAY, DENNIS, LEE MANAGING MEMBER, CHIEF COMPLIANCE OFFICER 08/01/2012 Direct 75% or more
Fund Name Position direct/indirect start date end date
IRON HORSE WEALTH MANAGEMENT, LLC MANAGING MEMBER, CHIEF COMPLIANCE OFFICER direct 2012-08-01

IRON HORSE WEALTH MANAGEMENT, LLC

ownership team - last updated 2020-06-22
Name Title Start Date Direct/Indirect % Ownership
MARKWAY, DENNIS, LEE MANAGING MEMBER, CHIEF COMPLIANCE OFFICER 08/01/2012 Direct 75% or more
Fund Name Position direct/indirect start date end date
IRON HORSE WEALTH MANAGEMENT, LLC MANAGING MEMBER, CHIEF COMPLIANCE OFFICER direct 2012-08-01

IRON HORSE WEALTH MANAGEMENT, LLC

ownership team - last updated 2020-03-16
Name Title Start Date Direct/Indirect % Ownership

IRON HORSE WEALTH MANAGEMENT, LLC

ownership team - last updated 2019-11-12
Name Title Start Date Direct/Indirect % Ownership
MARKWAY, DENNIS, LEE MANAGING MEMBER, CHIEF COMPLIANCE OFFICER 08/01/2012 Direct 75% or more
Fund Name Position direct/indirect start date end date
IRON HORSE WEALTH MANAGEMENT, LLC MANAGING MEMBER, CHIEF COMPLIANCE OFFICER direct 2012-08-01

IRON HORSE WEALTH MANAGEMENT, LLC

ownership team - last updated 2019-05-04
Name Title Start Date Direct/Indirect % Ownership
MARKWAY, DENNIS, LEE MANAGING MEMBER, CHIEF COMPLIANCE OFFICER 08/01/2012 Direct 75% or more
Fund Name Position direct/indirect start date end date
IRON HORSE WEALTH MANAGEMENT, LLC MANAGING MEMBER, CHIEF COMPLIANCE OFFICER direct 2012-08-01

IRON HORSE WEALTH MANAGEMENT, LLC

ownership team - last updated 2019-03-15
Name Title Start Date Direct/Indirect % Ownership
MARKWAY, DENNIS, LEE MANAGING MEMBER, CHIEF COMPLIANCE OFFICER 08/01/2012 Direct 75% or more
Fund Name Position direct/indirect start date end date
IRON HORSE WEALTH MANAGEMENT, LLC MANAGING MEMBER, CHIEF COMPLIANCE OFFICER direct 2012-08-01

IRON HORSE WEALTH MANAGEMENT, LLC

ownership team - last updated 2018-05-21
Name Title Start Date Direct/Indirect % Ownership
MARKWAY, DENNIS, LEE MANAGING MEMBER, CHIEF COMPLIANCE OFFICER 08/01/2012 Direct 75% or more
Fund Name Position direct/indirect start date end date
IRON HORSE WEALTH MANAGEMENT, LLC MANAGING MEMBER, CHIEF COMPLIANCE OFFICER direct 2012-08-01

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