Almanack Investment Partners’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Almanack Investment Partners’s Portfolio IMCG Stock Details IMCG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-135,057	Closed	-$8.68M	–	485
2022 Q1	$8.68M	Buy	+135,057	New	+$8.7M	0.75%	28
2021 Q4	–	Sell	-130,781	Closed	-$9.01M	–	532
2021 Q3	$9.01M	Buy	+130,781	New	+$9.24M	0.79%	25
2021 Q1	–	Sell	-3,486	Closed	-$222K	–	455
2020 Q4	$222K	Sell	3,486 -118,164	-97%	-$6.97M	0.03%	336
2020 Q3	$6.86M	Buy	+121,650	New	+$6.34M	0.84%	28

Other funds holding IMCG

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FHA

First Horizon Advisors Memphis, Tennessee $3.85B AUM 16.99% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Almanack Investment Partners's IMCG Position: Q2 2022 in Review

Almanack Investment Partners sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q2 2022, closing a stake of 135,057 shares — an estimated $8.68M sold.

Almanack Investment Partners first reported a position in IMCG in Q3 2020 and held it in 4 quarters. The position peaked at $9.01M in Q3 2021. 217 funds tracked by Wall St. Rank hold IMCG as of Q2 2022.

Almanack Investment Partners reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q2 2022 after selling out during the quarter.
Almanack Investment Partners sold 135,057 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2022, an estimated $8.68M.
Almanack Investment Partners first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q3 2020 and held it in 4 quarters.
Almanack Investment Partners's iShares Morningstar Mid-Cap Growth ETF position peaked at $9.01M in Q3 2021.
217 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2022.

Based on Almanack Investment Partners's 13F filing for Q2 2022, filed 12 Aug 2022.