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Eudaimonia Partners’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Eudaimonia Partners’s Portfolio IJS Stock Details IJS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-192
Closed -$19K – 839
2021
Q1 		$19K Buy
+192
New +$18.2K ﹤0.01% 957
2020
Q1 		– Sell
-4,588
Closed -$369K – 718
2019
Q4 		$369K Buy
+4,588
New +$356K 0.15% 156

Other funds holding IJS

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Eudaimonia Partners's IJS Position: Q2 2021 in Review

Eudaimonia Partners sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2021, closing a stake of 192 shares — an estimated $19K sold.

Eudaimonia Partners first reported a position in IJS in Q4 2019 and held it in 2 quarters. The position peaked at $369K in Q4 2019. 683 funds tracked by Wall St. Rank hold IJS as of Q2 2021.

  • Eudaimonia Partners reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q2 2021 after selling out during the quarter.
  • Eudaimonia Partners sold 192 iShares S&P Small-Cap 600 Value ETF shares in Q2 2021, an estimated $19K.
  • Eudaimonia Partners first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2019 and held it in 2 quarters.
  • Eudaimonia Partners's iShares S&P Small-Cap 600 Value ETF position peaked at $369K in Q4 2019.
  • 683 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2021.

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