Eudaimonia Advisors’s iShares US Technology ETF IYW Stock Holding History

Eudaimonia Advisors’s Portfolio IYW Stock Details IYW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$1.05M	Buy	7,782 +507	+7%	+$66K	0.56%	53
2023 Q4	$893K	Buy	7,275 +557	+8%	+$63.1K	0.58%	48
2023 Q3	$705K	Buy	6,718 +405	+6%	+$44K	0.5%	61
2023 Q2	$687K	Sell	6,313 -438	-6%	-$43K	0.46%	67
2023 Q1	$627K	Sell	6,751 -156	-2%	-$13.1K	0.42%	73
2022 Q4	$515K	Sell	6,907 -1,165	-14%	-$89.1K	0.35%	78
2022 Q3	$592K	Sell	8,072 -183	-2%	-$15.5K	0.41%	68
2022 Q2	$660K	Sell	8,255 -3,949	-32%	-$349K	0.45%	62
2022 Q1	$1.26M	Buy	12,204 +866	+8%	+$88.4K	0.72%	38
2021 Q4	$1.3M	Buy	+11,338	New	+$1.26M	0.77%	33

Other funds holding IYW

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

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

PCH

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

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

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

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

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

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

Eudaimonia Advisors's IYW Position: Q1 2024 in Review

Eudaimonia Advisors increased its iShares US Technology ETF (IYW) stake by 7% in Q1 2024, buying an estimated $66K and bringing the position to 7,782 shares worth $1.05M. The position accounts for 0.56% of the portfolio, ranked #53.

Eudaimonia Advisors first reported a position in IYW in Q4 2021 and has held it in 10 quarters since. The position peaked at $1.3M in Q4 2021. 972 funds tracked by Wall St. Rank hold IYW as of Q1 2024.

Eudaimonia Advisors held 7,782 shares of iShares US Technology ETF worth $1.05M as of Q1 2024.
Eudaimonia Advisors bought 507 iShares US Technology ETF shares in Q1 2024, an estimated $66K.
iShares US Technology ETF made up 0.56% of Eudaimonia Advisors's portfolio in Q1 2024, its #53 holding.
Eudaimonia Advisors first reported a position in iShares US Technology ETF in Q4 2021 and has held it in 10 quarters since.
Eudaimonia Advisors's iShares US Technology ETF position peaked at $1.3M in Q4 2021.
972 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2024.

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