Eudaimonia Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Eudaimonia Advisors’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$924K	Buy	8,091 +523	+7%	+$56.6K	0.49%	58
2023 Q4	$791K	Sell	7,568 -121	-2%	-$11.5K	0.51%	63
2023 Q3	$702K	Buy	7,689 +540	+8%	+$51.6K	0.49%	62
2023 Q2	$691K	Buy	7,149 +196	+3%	+$17.9K	0.46%	66
2023 Q1	$633K	Sell	6,953 -1,002	-13%	-$89.4K	0.43%	71
2022 Q4	$665K	Sell	7,955 -2,254	-22%	-$190K	0.45%	63
2022 Q3	$801K	Sell	10,209 -764	-7%	-$65.8K	0.55%	51
2022 Q2	$869K	Sell	10,973 -4,095	-27%	-$357K	0.6%	45
2022 Q1	$1.51M	Sell	15,068 -652	-4%	-$64.9K	0.87%	28
2021 Q4	$1.81M	Buy	+15,720	New	+$1.83M	1.07%	23

Other funds holding IWP

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Eudaimonia Advisors's IWP Position: Q1 2024 in Review

Eudaimonia Advisors increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 6.9% in Q1 2024, buying an estimated $56.6K and bringing the position to 8,091 shares worth $924K. The position accounts for 0.49% of the portfolio, ranked #58.

Eudaimonia Advisors first reported a position in IWP in Q4 2021 and has held it in 10 quarters since. The position peaked at $1.81M in Q4 2021. 1,037 funds tracked by Wall St. Rank hold IWP as of Q1 2024.

Eudaimonia Advisors held 8,091 shares of iShares Russell Mid-Cap Growth ETF worth $924K as of Q1 2024.
Eudaimonia Advisors bought 523 iShares Russell Mid-Cap Growth ETF shares in Q1 2024, an estimated $56.6K.
iShares Russell Mid-Cap Growth ETF made up 0.49% of Eudaimonia Advisors's portfolio in Q1 2024, its #58 holding.
Eudaimonia Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and has held it in 10 quarters since.
Eudaimonia Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $1.81M in Q4 2021.
1,037 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2024.

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