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Almanack Investment Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Almanack Investment Partners’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,914
Closed -$120K – 680
2022
Q3 		$120K Buy
+1,914
New +$132K 0.02% 174

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Almanack Investment Partners sold out of iShares Russell Mid-Cap ETF (IWR) in Q4 2022, closing a stake of 1,914 shares — an estimated $120K sold.

Almanack Investment Partners first reported a position in IWR in Q3 2022 and held it in 1 quarter. The position peaked at $120K in Q3 2022. 1,140 funds tracked by Wall St. Rank hold IWR as of Q4 2022.

  • Almanack Investment Partners reported no remaining iShares Russell Mid-Cap ETF position as of Q4 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 1,914 iShares Russell Mid-Cap ETF shares in Q4 2022, an estimated $120K.
  • Almanack Investment Partners first reported a position in iShares Russell Mid-Cap ETF in Q3 2022 and held it in 1 quarter.
  • Almanack Investment Partners's iShares Russell Mid-Cap ETF position peaked at $120K in Q3 2022.
  • 1,140 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2022.

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