Ironwood Financial’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-36	Closed	-$3K	–	229
2021 Q3	$3K	Hold	36	–	–	﹤0.01%	465
2021 Q2	$3K	Hold	36	–	–	﹤0.01%	459
2021 Q1	$3K	Hold	36	–	–	﹤0.01%	445
2020 Q4	$3K	Hold	36	–	–	﹤0.01%	407
2020 Q3	$2K	Hold	36	–	–	﹤0.01%	381
2020 Q2	$2K	Hold	36	–	–	﹤0.01%	356
2020 Q1	$2K	Hold	36	–	–	﹤0.01%	312
2019 Q4	$2K	Hold	36	–	–	﹤0.01%	344
2019 Q3	$2K	Hold	36	–	–	﹤0.01%	346
2019 Q2	$2K	Hold	36	–	–	﹤0.01%	347
2019 Q1	$2K	Hold	36	–	–	﹤0.01%	342
2018 Q4	$2K	Hold	36	–	–	﹤0.01%	333
2018 Q3	$2K	Hold	36	–	–	﹤0.01%	330
2018 Q2	$2K	Hold	36	–	–	﹤0.01%	257
2018 Q1	$2K	Buy	+36	New	+$1.82K	﹤0.01%	228