Eudaimonia Partners’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Eudaimonia Partners’s Portfolio IJJ Stock Details IJJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-458	Closed	-$47K	–	836
2021 Q1	$47K	Buy	458 +50	+12%	+$4.77K	0.01%	656
2020 Q4	$35K	Sell	408 -168	-29%	-$13.2K	0.01%	707
2020 Q3	$39K	Sell	576 -200	-26%	-$13.8K	0.01%	615
2020 Q2	$52K	Hold	776	–	–	0.02%	496
2020 Q1	$43K	Buy	776 +168	+28%	+$12.6K	0.02%	500
2019 Q4	$52K	Buy	+608	New	+$50K	0.02%	483

Other funds holding IJJ

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

PSUF

People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return

Eudaimonia Partners's IJJ Position: Q2 2021 in Review

Eudaimonia Partners sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2021, closing a stake of 458 shares — an estimated $47K sold.

Eudaimonia Partners first reported a position in IJJ in Q4 2019 and held it in 6 quarters. The position peaked at $52K in Q2 2020. 607 funds tracked by Wall St. Rank hold IJJ as of Q2 2021.

Eudaimonia Partners reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2021 after selling out during the quarter.
Eudaimonia Partners sold 458 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2021, an estimated $47K.
Eudaimonia Partners first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2019 and held it in 6 quarters.
Eudaimonia Partners's iShares S&P Mid-Cap 400 Value ETF position peaked at $52K in Q2 2020.
607 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2021.

Based on Eudaimonia Partners's 13F filing for Q2 2021, filed 13 Aug 2021.