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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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