Ironwood Financial’s Pricesmart PSMT Stock Holding History

Ironwood Financial’s Portfolio PSMT Stock Details PSMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$250K	Hold	1,664	–	–	0.04%	156
2025 Q4	$226K	Hold	1,664	–	–	0.04%	160
2025 Q3	$202K	Buy	+1,664	New	+$184K	0.04%	164
2021 Q4	–	Sell	-1,784	Closed	-$138K	–	425
2021 Q3	$138K	Hold	1,784	–	–	0.04%	127
2021 Q2	$162K	Hold	1,784	–	–	0.05%	121
2021 Q1	$173K	Buy	1,784 +42	+2%	+$4.08K	0.06%	111
2020 Q4	$159K	Buy	+1,742	New	+$137K	0.06%	109
2015 Q3	$2K	Hold	30	–	–	﹤0.01%	336
2015 Q2	$3K	Hold	30	–	–	﹤0.01%	281
2015 Q1	$3K	Hold	30	–	–	﹤0.01%	279
2014 Q4	$3K	Buy	+30	New	+$2.71K	﹤0.01%	243

Other funds holding PSMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return