Almanack Investment Partners’s iShares Micro-Cap ETF IWC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-300	Closed	-$31K	–	677
2022 Q3	$31K	Buy	+300	New	+$34.1K	0.01%	322
2021 Q3	–	Sell	-2,488	Closed	-$380K	–	529
2021 Q2	$380K	Sell	2,488 -9	-0.4%	-$1.33K	0.04%	273
2021 Q1	$367K	Sell	2,497 -2,450	-50%	-$350K	0.04%	287
2020 Q4	$587K	Buy	4,947 +3	+0.1%	+$317	0.07%	182
2020 Q3	$506K	Sell	4,944 -680	-12%	-$62K	0.06%	205
2020 Q2	$491K	Buy	+5,624	New	+$440K	0.09%	129

Other funds holding IWC

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

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

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

Almanack Investment Partners's IWC Position: Q4 2022 in Review

Almanack Investment Partners sold out of iShares Micro-Cap ETF (IWC) in Q4 2022, closing a stake of 300 shares — an estimated $31K sold.

Almanack Investment Partners first reported a position in IWC in Q2 2020 and held it in 6 quarters. The position peaked at $587K in Q4 2020. 197 funds tracked by Wall St. Rank hold IWC as of Q4 2022.

Almanack Investment Partners reported no remaining iShares Micro-Cap ETF position as of Q4 2022 after selling out during the quarter.
Almanack Investment Partners sold 300 iShares Micro-Cap ETF shares in Q4 2022, an estimated $31K.
Almanack Investment Partners first reported a position in iShares Micro-Cap ETF in Q2 2020 and held it in 6 quarters.
Almanack Investment Partners's iShares Micro-Cap ETF position peaked at $587K in Q4 2020.
197 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.