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Almanack Investment Partners’s iShares Russell Top 200 ETF IWL Stock Holding History

Almanack Investment Partners’s Portfolio IWL Stock Details IWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-5,813
Closed -$522K – 844
2022
Q2 		$522K Sell
5,813
-801
-12% -$77.9K 0.05% 225
2022
Q1 		$715K Sell
6,614
-1,947
-23% -$208K 0.06% 198
2021
Q4 		$976K Buy
8,561
+805
+10% +$88.8K 0.08% 153
2021
Q3 		$799K Buy
+7,756
New +$823K 0.07% 185

Other funds holding IWL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 1-Year Est. Return
GC
Gilbert & Cook West Des Moines, Iowa $774M AUM 17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SEM
Strategic Equity Management Tucson, Arizona $266M AUM 20.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DL
DOHJ LLC Seattle, Washington $344M AUM 10.21% 1-Year Est. Return

Almanack Investment Partners's IWL Position: Q3 2022 in Review

Almanack Investment Partners sold out of iShares Russell Top 200 ETF (IWL) in Q3 2022, closing a stake of 5,813 shares — an estimated $522K sold.

Almanack Investment Partners first reported a position in IWL in Q3 2021 and held it in 4 quarters. The position peaked at $976K in Q4 2021. 116 funds tracked by Wall St. Rank hold IWL as of Q3 2022.

  • Almanack Investment Partners reported no remaining iShares Russell Top 200 ETF position as of Q3 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 5,813 iShares Russell Top 200 ETF shares in Q3 2022, an estimated $522K.
  • Almanack Investment Partners first reported a position in iShares Russell Top 200 ETF in Q3 2021 and held it in 4 quarters.
  • Almanack Investment Partners's iShares Russell Top 200 ETF position peaked at $976K in Q4 2021.
  • 116 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q3 2022.

Based on Almanack Investment Partners's 13F filing for Q3 2022, filed 15 Nov 2022.