Eudaimonia Advisors’s iShares US Industrials ETF IYJ Stock Holding History

Eudaimonia Advisors’s Portfolio IYJ Stock Details IYJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$2.08M	Buy	16,525 +4,666	+39%	+$551K	1.11%	22
2023 Q4	$1.36M	Sell	11,859 -1,601	-12%	-$167K	0.88%	31
2023 Q3	$1.36M	Sell	13,460 -8,626	-39%	-$916K	0.95%	31
2023 Q2	$2.34M	Sell	22,086 -1,383	-6%	-$138K	1.57%	12
2023 Q1	$2.35M	Buy	23,469 +8,134	+53%	+$813K	1.59%	12
2022 Q4	$1.48M	Sell	15,335 -31	-0.2%	-$2.92K	1%	24
2022 Q3	$1.29M	Buy	15,366 +518	+3%	+$48.5K	0.89%	27
2022 Q2	$1.31M	Sell	14,848 -2,052	-12%	-$197K	0.9%	27
2022 Q1	$1.78M	Buy	16,900 +3,070	+22%	+$324K	1.02%	21
2021 Q4	$1.56M	Buy	+13,830	New	+$1.53M	0.92%	26

Other funds holding IYJ

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Eudaimonia Advisors's IYJ Position: Q1 2024 in Review

Eudaimonia Advisors increased its iShares US Industrials ETF (IYJ) stake by 39% in Q1 2024, buying an estimated $551K and bringing the position to 16,525 shares worth $2.08M. The position accounts for 1.11% of the portfolio, ranked #22.

Eudaimonia Advisors first reported a position in IYJ in Q4 2021 and has held it in 10 quarters since. The position peaked at $2.35M in Q1 2023. 302 funds tracked by Wall St. Rank hold IYJ as of Q1 2024.

Eudaimonia Advisors held 16,525 shares of iShares US Industrials ETF worth $2.08M as of Q1 2024.
Eudaimonia Advisors bought 4,666 iShares US Industrials ETF shares in Q1 2024, an estimated $551K.
iShares US Industrials ETF made up 1.11% of Eudaimonia Advisors's portfolio in Q1 2024, its #22 holding.
Eudaimonia Advisors first reported a position in iShares US Industrials ETF in Q4 2021 and has held it in 10 quarters since.
Eudaimonia Advisors's iShares US Industrials ETF position peaked at $2.35M in Q1 2023.
302 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2024.

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