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Williams-Sonoma shares owned by Iron Horse Wealth Management

Quarter-by-quarter ownership of Williams-Sonoma (WSM) shares owned by Iron Horse Wealth Management from 13F filings

Historical chart of Iron Horse Wealth Management investment in Williams-Sonoma

Tip: Access up to 7 years of quarterly data

All positions including Williams-Sonoma held by Iron Horse Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Williams-Sonoma by Iron Horse Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.6k 5 317.60
2023-12-31 $1.0k 5 201.80
2023-09-30 $777 5 155.40
2022-12-31 $4.0k 35 114.29
2022-06-30 $4.0k 35 114.29
2022-03-31 $5.0k 35 142.86

More positions owned by Iron Horse Wealth Management

Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
J P Morgan Exchange Traded F Betabuilders Us (BBAG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Global X Fds Us Pfd Etf (PFFD)

View all positions for Iron Horse Wealth Management

Top funds holding Williams-Sonoma

Vanguard Group
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Susquehanna International
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Bank of New York Mellon
Norges Bank Investment Management
Barclays
Pacer Advisors
Principal Financial Group
Captrust Financial Advisors
Alliancebernstein
Henderson Group
Charles Schwab Investment Management
Millennium Management

View all funds holding Williams-Sonoma