Eudaimonia Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

Eudaimonia Partners’s Portfolio IWD Stock Details IWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1,878	Closed	-$285K	–	369
2022 Q4	$285K	Buy	+1,878	New	+$281K	0.07%	257
2021 Q2	–	Sell	-831	Closed	-$126K	–	866
2021 Q1	$126K	Sell	831 -52	-6%	-$7.52K	0.03%	425
2020 Q4	$121K	Hold	883	–	–	0.03%	404
2020 Q3	$104K	Sell	883 -209	-19%	-$24.8K	0.03%	398
2020 Q2	$123K	Sell	1,092 -311	-22%	-$34.2K	0.05%	318
2020 Q1	$139K	Hold	1,403	–	–	0.06%	265
2019 Q4	$191K	Buy	+1,403	New	+$185K	0.08%	245

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Eudaimonia Partners's IWD Position: Q1 2023 in Review

Eudaimonia Partners sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2023, closing a stake of 1,878 shares — an estimated $285K sold.

Eudaimonia Partners first reported a position in IWD in Q4 2019 and held it in 7 quarters. The position peaked at $285K in Q4 2022. 1,413 funds tracked by Wall St. Rank hold IWD as of Q1 2023.

Eudaimonia Partners reported no remaining iShares Russell 1000 Value ETF position as of Q1 2023 after selling out during the quarter.
Eudaimonia Partners sold 1,878 iShares Russell 1000 Value ETF shares in Q1 2023, an estimated $285K.
Eudaimonia Partners first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and held it in 7 quarters.
Eudaimonia Partners's iShares Russell 1000 Value ETF position peaked at $285K in Q4 2022.
1,413 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2023.

Based on Eudaimonia Partners's 13F filing for Q1 2023, filed 25 Apr 2023.