Eudaimonia Partners’s iShares US Industrials ETF IYJ Stock Holding History

Eudaimonia Partners’s Portfolio IYJ Stock Details IYJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$1.13M	Sell	8,960 -169	-2%	-$20K	0.27%	86
2023 Q4	$1.04M	Sell	9,129 -1,571	-15%	-$164K	0.27%	81
2023 Q3	$1.08M	Sell	10,700 -6,199	-37%	-$658K	0.26%	85
2023 Q2	$1.79M	Buy	16,899 +23	+0.1%	+$2.3K	0.4%	53
2023 Q1	$1.69M	Buy	16,876 +1,548	+10%	+$155K	0.41%	52
2022 Q4	$1.48M	Sell	15,328 -54	-0.4%	-$5.09K	0.36%	70
2022 Q3	$1.29M	Sell	15,382 -73	-0.5%	-$6.84K	0.34%	74
2022 Q2	$1.36M	Buy	15,455 +12,980	+524%	+$1.25M	0.25%	103
2022 Q1	$261K	Buy	+2,475	New	+$261K	0.04%	336

Other funds holding IYJ

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Eudaimonia Partners's IYJ Position: Q1 2024 in Review

Eudaimonia Partners reduced its iShares US Industrials ETF (IYJ) stake by 1.9% in Q1 2024, selling an estimated $20K and leaving 8,960 shares worth $1.13M. The position accounts for 0.27% of the portfolio, ranked #86.

Eudaimonia Partners first reported a position in IYJ in Q1 2022 and has held it in 9 quarters since. The position peaked at $1.79M in Q2 2023. 302 funds tracked by Wall St. Rank hold IYJ as of Q1 2024.

Eudaimonia Partners held 8,960 shares of iShares US Industrials ETF worth $1.13M as of Q1 2024.
Eudaimonia Partners sold 169 iShares US Industrials ETF shares in Q1 2024, an estimated $20K.
iShares US Industrials ETF made up 0.27% of Eudaimonia Partners's portfolio in Q1 2024, its #86 holding.
Eudaimonia Partners first reported a position in iShares US Industrials ETF in Q1 2022 and has held it in 9 quarters since.
Eudaimonia Partners's iShares US Industrials ETF position peaked at $1.79M in Q2 2023.
302 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2024.

Based on Eudaimonia Partners's 13F filing for Q1 2024, filed 25 Apr 2024.