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Ironwood Financial’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Ironwood Financial’s Portfolio EUSA Stock Details EUSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.2M Sell
115,285
-4,369
-4% -$479K 2.07% 11
2026
Q1 		$12.2M Sell
119,654
-1,194
-1% -$126K 2.13% 9
2025
Q4 		$12.9M Sell
120,848
-8,195
-6% -$843K 2.19% 7
2025
Q3 		$13.3M Buy
129,043
+9,791
+8% +$993K 2.35% 7
2025
Q2 		$11.2M Hold
119,252
– – 2.39% 7
2025
Q1 		$11.2M Buy
119,252
+556
+0.5% +$53.8K 2.39% 7
2024
Q4 		$11.3M Sell
118,696
-13,510
-10% -$1.32M 2.37% 7
2024
Q3 		$12.7M Buy
132,206
+956
+0.7% +$87.4K 2.66% 7
2024
Q2 		$11.6M Buy
131,250
+1,236
+1% +$109K 2.6% 6
2024
Q1 		$11.8M Sell
130,014
-1,938
-1% -$167K 2.72% 6
2023
Q4 		$11.1M Buy
131,952
+711
+0.5% +$55K 2.7% 6
2023
Q3 		$9.87M Sell
131,241
-123
-0.1% -$9.71K 2.65% 12
2023
Q2 		$10.4M Sell
131,364
-402
-0.3% -$30.3K 2.72% 11
2023
Q1 		$9.95M Sell
131,766
-1,812
-1% -$138K 2.78% 10
2022
Q4 		$9.74M Sell
133,578
-6,296
-5% -$457K 3.04% 6
2022
Q3 		$9.34M Sell
139,874
-3,346
-2% -$249K 3.1% 8
2022
Q2 		$10.1M Sell
143,220
-3,138
-2% -$242K 3.25% 6
2022
Q1 		$12.4M Sell
146,358
-6,635
-4% -$557K 3.5% 5
2021
Q4 		$13.7M Sell
152,993
-965
-0.6% -$84.8K 3.75% 4
2021
Q3 		$12.9M Buy
153,958
+9,671
+7% +$830K 3.77% 4
2021
Q2 		$12.2M Buy
144,287
+280
+0.2% +$23.1K 3.66% 4
2021
Q1 		$11.3M Buy
144,007
+48,166
+50% +$3.65M 3.68% 3
2020
Q4 		$6.92M Buy
95,841
+29,746
+45% +$2M 2.59% 10
2020
Q3 		$4.04M Buy
66,095
+14,333
+28% +$870K 2.03% 12
2020
Q2 		$2.96M Buy
+51,762
New +$2.78M 1.6% 12

Other funds holding EUSA

Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HC
Henshaw Capital Woburn, Massachusetts $3.07B AUM 40.85% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PSP
Principal Street Partners Memphis, Tennessee $683M AUM 34.67% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Ironwood Financial's EUSA Position: Q2 2026 in Review

Ironwood Financial reduced its iShares MSCI USA Equal Weighted ETF (EUSA) stake by 3.7% in Q2 2026, selling an estimated $479K and leaving 115,285 shares worth $13.2M. The position accounts for 2.07% of the portfolio, ranked #11.

Ironwood Financial first reported a position in EUSA in Q2 2020 and has held it in 25 quarters since. The position peaked at $13.7M in Q4 2021. 154 funds tracked by Wall St. Rank hold EUSA as of Q2 2026.

  • Ironwood Financial held 115,285 shares of iShares MSCI USA Equal Weighted ETF worth $13.2M as of Q2 2026.
  • Ironwood Financial sold 4,369 iShares MSCI USA Equal Weighted ETF shares in Q2 2026, an estimated $479K.
  • iShares MSCI USA Equal Weighted ETF made up 2.07% of Ironwood Financial's portfolio in Q2 2026, its #11 holding.
  • Ironwood Financial first reported a position in iShares MSCI USA Equal Weighted ETF in Q2 2020 and has held it in 25 quarters since.
  • Ironwood Financial's iShares MSCI USA Equal Weighted ETF position peaked at $13.7M in Q4 2021.
  • 154 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q2 2026.

Based on Ironwood Financial's 13F filing for Q2 2026, filed 17 Jul 2026.