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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-4,018	Closed	-$638K	–	486
2022 Q1	$638K	Sell	4,018 -360	-8%	-$56.1K	0.06%	216
2021 Q4	$759K	Buy	+4,378	New	+$729K	0.06%	190
2021 Q3	–	Sell	-8,420	Closed	-$1.27M	–	531
2021 Q2	$1.27M	Buy	+8,420	New	+$1.2M	0.12%	113
2021 Q1	–	Sell	-4,740	Closed	-$631K	–	456
2020 Q4	$631K	Buy	+4,740	New	+$598K	0.07%	170
2020 Q3	–	Sell	-67,627	Closed	-$7.21M	–	379
2020 Q2	$7.21M	Buy	+67,627	New	+$6.63M	1.29%	19
2018 Q2	–	Sell	-2,498	Closed	-$184K	–	164
2018 Q1	$184K	Buy	+2,498	New	+$190K	0.07%	115

Other funds holding IWY

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BWM

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

Almanack Investment Partners sold out of iShares Russell Top 200 Growth ETF (IWY) in Q2 2022, closing a stake of 4,018 shares — an estimated $638K sold.

Almanack Investment Partners first reported a position in IWY in Q1 2018 and held it in 6 quarters. The position peaked at $7.21M in Q2 2020. 271 funds tracked by Wall St. Rank hold IWY as of Q2 2022.

Almanack Investment Partners reported no remaining iShares Russell Top 200 Growth ETF position as of Q2 2022 after selling out during the quarter.
Almanack Investment Partners sold 4,018 iShares Russell Top 200 Growth ETF shares in Q2 2022, an estimated $638K.
Almanack Investment Partners first reported a position in iShares Russell Top 200 Growth ETF in Q1 2018 and held it in 6 quarters.
Almanack Investment Partners's iShares Russell Top 200 Growth ETF position peaked at $7.21M in Q2 2020.
271 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2022.

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