Iron Financial Llc Q2 2026 Portfolio Activity Analysis
Iron Financial Llc's portfolio saw significant changes in Q2 2026, with notable additions to Apple Inc (AAPL) and investments in Vanguard ETFs like VGIT.
As of June 30th, 2026, Iron Financial Llc has reported specific changes to its investment portfolio for the quarter. The analysis focuses on holdings that experienced significant share movements or were newly acquired.
The most prominent change during this period was an increase in Apple Inc (AAPL) shares by APPLE INC. Iron Financial Llc added 4,083 shares to its position, representing a portfolio allocation increase from the previous quarter. This significant purchase resulted in a positive change percentage of 6.43%, highlighting Apple as a key focus for this institutional investor.
Other substantial additions were observed across various Vanguard and iShares ETFs. The firm significantly boosted its holdings in Vanguard ETF VGIT (VANGUARD SCOTTSDALE FDS) by VANGUARD SCOTTSDALE FDS, adding 3,995 shares and increasing the allocation percentage to 0.97%. Similarly, Iron Financial Llc increased its position in iShares ETF IWF (ISHARES TR) by ISHARES TR adding a substantial 3,527 shares and raising the allocation to 0.24%. The significant buy symbols also include GE, LLY, and BSCR (INVESCO EXCH TRD SLF IDX FD), indicating purchases in those underlying stocks.
In contrast, Iron Financial Llc sold a considerable amount of stock from Hartford ETF HTRB (HARTFORD FDS EXCHANGE TRADED) during Q2. The firm reduced its holdings by 52,063 shares, equivalent to a -21.15% change percentage and an allocation decrease reflected in the portfolio data. This was one of several exits from exchange-traded funds.
Other notable sales included exiting SCHWAB STRATEGIC TR (SCHP) entirely, as indicated by its 0% weight after Q2 following a -19.86% change percentage and reduction in shares held previously. Similarly, the position in SCHWAB STRATEGIC TR (BSCT), which was newly added last quarter but now has an allocation of just 0.08%, appears to have been significantly reduced or exited.
Additionally, Iron Financial Llc adjusted its positions in several other ETFs and funds during the quarter. For instance, VANGUARD INDEX FDS (ISTB) saw a slight decrease (-0.25%), while SCHWAB STRATEGIC TR (SCHD) experienced an increase (+6.5%) despite being part of the changed holdings list.