Eudaimonia Partners’s iShares Russell 2000 Value ETF IWN Stock Holding History

Eudaimonia Partners’s Portfolio IWN Stock Details IWN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,600	Closed	-$219K	–	360
2023 Q1	$219K	Buy	+1,600	New	+$232K	0.05%	308
2021 Q2	–	Sell	-5	Closed	-$1K	–	868
2021 Q1	$1K	Buy	+5	New	+$756	﹤0.01%	1556
2020 Q1	–	Sell	-375	Closed	-$48K	–	721
2019 Q4	$48K	Buy	+375	New	+$46.4K	0.02%	502

Other funds holding IWN

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Eudaimonia Partners's IWN Position: Q2 2023 in Review

Eudaimonia Partners sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2023, closing a stake of 1,600 shares — an estimated $219K sold.

Eudaimonia Partners first reported a position in IWN in Q4 2019 and held it in 3 quarters. The position peaked at $219K in Q1 2023. 884 funds tracked by Wall St. Rank hold IWN as of Q2 2023.

Eudaimonia Partners reported no remaining iShares Russell 2000 Value ETF position as of Q2 2023 after selling out during the quarter.
Eudaimonia Partners sold 1,600 iShares Russell 2000 Value ETF shares in Q2 2023, an estimated $219K.
Eudaimonia Partners first reported a position in iShares Russell 2000 Value ETF in Q4 2019 and held it in 3 quarters.
Eudaimonia Partners's iShares Russell 2000 Value ETF position peaked at $219K in Q1 2023.
884 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2023.

Based on Eudaimonia Partners's 13F filing for Q2 2023, filed 19 Jul 2023.