Almanack Investment Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-4,497	Closed	-$457K	–	172
2024 Q4	$457K	Sell	4,497 -981	-18%	-$97.9K	0.07%	115
2024 Q3	$524K	Buy	5,478 +85	+2%	+$7.85K	0.08%	109
2024 Q2	$499K	Sell	5,393 -549	-9%	-$47.3K	0.08%	106
2024 Q1	$502K	Sell	5,942 -485	-8%	-$39K	0.09%	103
2023 Q4	$483K	Sell	6,427 -1,288	-17%	-$91.7K	0.09%	95
2023 Q3	$528K	Buy	7,715 +1,189	+18%	+$84.1K	0.1%	84
2023 Q2	$460K	Sell	6,526 -337	-5%	-$22.3K	0.08%	97
2023 Q1	$438K	Sell	6,863 -603	-8%	-$36.9K	0.09%	95
2022 Q4	$437K	Sell	7,466 -7,428	-50%	-$446K	0.09%	92
2022 Q3	$862K	Buy	14,894 +5,952	+67%	+$387K	0.17%	57
2022 Q2	$540K	Buy	8,942 +168	+2%	+$11.1K	0.05%	218
2022 Q1	$670K	Sell	8,774 -866	-9%	-$65.1K	0.06%	211
2021 Q4	$807K	Buy	9,640 +2,557	+36%	+$206K	0.07%	180
2021 Q3	$524K	Buy	+7,083	New	+$540K	0.05%	251
2019 Q3	–	Sell	-2,976	Closed	-$133K	–	267
2019 Q2	$133K	Buy	+2,976	New	+$131K	0.03%	229
2018 Q2	–	Sell	-4,604	Closed	-$178K	–	162
2018 Q1	$178K	Buy	+4,604	New	+$184K	0.07%	118