IRON Financial LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison
Ava Hoppe | 25 July, 2023
Iron Financial LLC, a prominent investment firm, has recently released its Q1 2023 and Q2 2023 13F Holdings Comparison report. This report provides valuable insights into the changes in holdings of various funds managed by the firm. Let's delve into the details and analyze the significant shifts in the investment landscape.
CME Group Inc:
- In the first quarter of 2023, Iron Financial LLC held 74,911 shares of CME Group Inc, which slightly decreased to 74,823 shares in the second quarter.
- The value of these shares decreased from $14,347,000 in Q1 2023 to $13,863,000 in Q2 2023, representing a -3.4% change.
Hartford Fds Exchange Traded:
- Iron Financial LLC had 407,185 shares of Hartford Fds Exchange Traded in Q1 2023, which decreased to 389,252 shares in Q2 2023.
- The value of these shares decreased from $13,844,000 in Q1 2023 to $13,012,000 in Q2 2023, reflecting a -6% change.
Apple Inc:
- Iron Financial LLC held 66,841 shares of Apple Inc in Q1 2023, which slightly decreased to 65,599 shares in Q2 2023.
- However, the value of these shares increased from $11,022,000 in Q1 2023 to $12,724,000 in Q2 2023, indicating a 15.4% change.
Vanguard Index Fds:
- Iron Financial LLC maintained a consistent position in Vanguard Index Fds, with 43,610 shares in both Q1 and Q2 2023.
- The value of these shares increased from $8,900,000 in Q1 2023 to $9,606,000 in Q2 2023, showcasing a 7.9% change.
SPDR Ser Tr:
- Iron Financial LLC experienced a significant increase in holdings of SPDR Ser Tr, with 142,254 shares in Q1 2023 and 164,900 shares in Q2 2023.
- The value of these shares also rose from $7,173,000 in Q1 2023 to $8,977,000 in Q2 2023, indicating a substantial 25.1% change.
Schwab Strategic Tr:
- Iron Financial LLC saw a slight decrease in holdings of Schwab Strategic Tr, with 173,737 shares in Q1 2023 and 168,522 shares in Q2 2023.
- The value of these shares decreased from $9,314,000 in Q1 2023 to $8,835,000 in Q2 2023, representing a -5.1% change.
iShares Tr:
- Iron Financial LLC had 190,744 shares of iShares Tr in Q1 2023, which decreased to 181,732 shares in Q2 2023.
- The value of these shares also decreased from $8,994,000 in Q1 2023 to $8,475,000 in Q2 2023, showcasing a -5.8% change.
These are just a few highlights from the Iron Financial LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison report. The complete report includes a detailed analysis of various other funds and their respective changes. Iron Financial LLC's expertise and strategic decision-making play a vital role in managing these holdings and optimizing their clients' portfolios.
Disclaimer: The above information is derived from the Iron Financial LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison report. The data provided is for informational purposes only and should not be considered as investment advice or a recommendation to buy or sell any securities. Always consult with a qualified investment professional before making any investment decisions.
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