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

Eudaimonia Partners’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	$207K	Buy	+3,401	New	+$193K	0.05%	247
2023 Q4	–	Sell	-6,080	Closed	-$303K	–	294
2023 Q3	$303K	Sell	6,080 -3,860	-39%	-$202K	0.07%	229
2023 Q2	$520K	Sell	9,940 -435	-4%	-$21.6K	0.12%	177
2023 Q1	$519K	Sell	10,375 -585	-5%	-$29.8K	0.12%	170
2022 Q4	$530K	Buy	+10,960	New	+$530K	0.13%	171
2022 Q3	–	Sell	-10,005	Closed	-$453K	–	379
2022 Q2	$453K	Buy	10,005 +5,545	+124%	+$274K	0.08%	233
2022 Q1	$239K	Buy	+4,460	New	+$237K	0.04%	353
2021 Q3	$238K	Buy	4,515 +245	+6%	+$13.2K	0.04%	344
2021 Q2	$229K	Buy	4,270 +140	+3%	+$7.56K	0.04%	345
2021 Q1	$215K	Buy	4,130 +230	+6%	+$11.5K	0.04%	319
2020 Q4	$179K	Buy	3,900 +2,750	+239%	+$116K	0.04%	329
2020 Q3	$43K	Sell	1,150 -1,170	-50%	-$43.7K	0.01%	589
2020 Q2	$83K	Sell	2,320 -14,695	-86%	-$488K	0.03%	403
2020 Q1	$490K	Sell	17,015 -3,665	-18%	-$136K	0.22%	115
2019 Q4	$851K	Buy	+20,680	New	+$820K	0.34%	82

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 Partners's IJH Position: Q1 2024 in Review

Eudaimonia Partners opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q1 2024: 3,401 shares worth $207K. The stake represents 0.05% of the portfolio and ranks #247 among its holdings. This is a return to the name: Eudaimonia Partners previously reported a position in IJH as recently as Q3 2023.

Eudaimonia Partners first reported a position in IJH in Q4 2019 and has held it in 15 quarters since. The position peaked at $851K in Q4 2019. 2,223 funds tracked by Wall St. Rank hold IJH as of Q1 2024.

Eudaimonia Partners held 3,401 shares of iShares Core S&P Mid-Cap ETF worth $207K as of Q1 2024.
iShares Core S&P Mid-Cap ETF was a new Eudaimonia Partners position in Q1 2024.
iShares Core S&P Mid-Cap ETF made up 0.05% of Eudaimonia Partners's portfolio in Q1 2024, its #247 holding.
Eudaimonia Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 15 quarters since.
Eudaimonia Partners's iShares Core S&P Mid-Cap ETF position peaked at $851K in Q4 2019.
2,223 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2024.

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