Eudaimonia Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Eudaimonia Advisors’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$1.3M	Sell	15,484 -324	-2%	-$26.1K	0.69%	42
2023 Q4	$1.2M	Sell	15,808 -600	-4%	-$42.4K	0.78%	39
2023 Q3	$1.09M	Hold	16,408	–	–	0.77%	38
2023 Q2	$1.13M	Hold	16,408	–	–	0.76%	38
2023 Q1	$1M	Sell	16,408 -200	-1%	-$11.5K	0.68%	42
2022 Q4	$890K	Hold	16,608	–	–	0.6%	45
2022 Q3	$874K	Hold	16,608	–	–	0.6%	47
2022 Q2	$908K	Hold	16,608	–	–	0.62%	42
2022 Q1	$1.15M	Sell	16,608 -120	-0.7%	-$8.19K	0.66%	41
2021 Q4	$1.28M	Buy	+16,728	New	+$1.24M	0.75%	34

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Eudaimonia Advisors's IWF Position: Q1 2024 in Review

Eudaimonia Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 2% in Q1 2024, selling an estimated $26.1K and leaving 15,484 shares worth $1.3M. The position accounts for 0.69% of the portfolio, ranked #42.

Eudaimonia Advisors first reported a position in IWF in Q4 2021 and has held it in 10 quarters since. 1,962 funds tracked by Wall St. Rank hold IWF as of Q1 2024.

Eudaimonia Advisors held 15,484 shares of iShares Russell 1000 Growth ETF worth $1.3M as of Q1 2024.
Eudaimonia Advisors sold 324 iShares Russell 1000 Growth ETF shares in Q1 2024, an estimated $26.1K.
iShares Russell 1000 Growth ETF made up 0.69% of Eudaimonia Advisors's portfolio in Q1 2024, its #42 holding.
Eudaimonia Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 10 quarters since.
1,962 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2024.

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