Eudaimonia Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Eudaimonia Advisors’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$425K	Hold	6,990	–	–	0.23%	113
2023 Q4	$387K	Buy	6,990 +50	+0.7%	+$2.54K	0.25%	109
2023 Q3	$346K	Sell	6,940 -250	-3%	-$13.1K	0.24%	108
2023 Q2	$376K	Buy	7,190 +75	+1%	+$3.73K	0.25%	103
2023 Q1	$356K	Sell	7,115 -1,320	-16%	-$67.3K	0.24%	109
2022 Q4	$408K	Buy	8,435 +140	+2%	+$6.76K	0.28%	90
2022 Q3	$364K	Sell	8,295 -875	-10%	-$42.3K	0.25%	94
2022 Q2	$415K	Sell	9,170 -70	-0.8%	-$3.46K	0.29%	90
2022 Q1	$496K	Buy	9,240 +15	+0.2%	+$799	0.29%	94
2021 Q4	$522K	Buy	+9,225	New	+$514K	0.31%	93

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Eudaimonia Advisors's IJH Position: Q1 2024 in Review

Eudaimonia Advisors held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2024 at 6,990 shares worth $425K. The position accounts for 0.23% of the portfolio, ranked #113.

Eudaimonia Advisors first reported a position in IJH in Q4 2021 and has held it in 10 quarters since. The position peaked at $522K in Q4 2021. 2,223 funds tracked by Wall St. Rank hold IJH as of Q1 2024.

Eudaimonia Advisors held 6,990 shares of iShares Core S&P Mid-Cap ETF worth $425K as of Q1 2024.
Eudaimonia Advisors left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2024.
iShares Core S&P Mid-Cap ETF made up 0.23% of Eudaimonia Advisors's portfolio in Q1 2024, its #113 holding.
Eudaimonia Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 10 quarters since.
Eudaimonia Advisors's iShares Core S&P Mid-Cap ETF position peaked at $522K in Q4 2021.
2,223 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2024.

Based on Eudaimonia Advisors's 13F filing for Q1 2024, filed 25 Apr 2024.