Eudaimonia Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Eudaimonia Partners’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-394	Closed	-$29K	–	870
2021 Q1	$29K	Hold	394	–	–	0.01%	823
2020 Q4	$27K	Sell	394 -11	-3%	-$701	0.01%	782
2020 Q3	$23K	Sell	405 -34	-8%	-$1.94K	0.01%	760
2020 Q2	$24K	Sell	439 -161	-27%	-$8.07K	0.01%	680
2020 Q1	$26K	Sell	600 -417	-41%	-$23K	0.01%	603
2019 Q4	$61K	Buy	+1,017	New	+$58.4K	0.02%	448

Other funds holding IWR

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Eudaimonia Partners's IWR Position: Q2 2021 in Review

Eudaimonia Partners sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2021, closing a stake of 394 shares — an estimated $29K sold.

Eudaimonia Partners first reported a position in IWR in Q4 2019 and held it in 6 quarters. The position peaked at $61K in Q4 2019. 1,012 funds tracked by Wall St. Rank hold IWR as of Q2 2021.

Eudaimonia Partners reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2021 after selling out during the quarter.
Eudaimonia Partners sold 394 iShares Russell Mid-Cap ETF shares in Q2 2021, an estimated $29K.
Eudaimonia Partners first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and held it in 6 quarters.
Eudaimonia Partners's iShares Russell Mid-Cap ETF position peaked at $61K in Q4 2019.
1,012 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2021.

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