Almanack Investment Partners’s iShares US Financials ETF IYF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-5,195	Closed	-$351K	–	686
2022 Q3	$351K	Buy	+5,195	New	+$383K	0.07%	97
2022 Q2	–	Sell	-2,791	Closed	-$236K	–	487
2022 Q1	$236K	Sell	2,791 -28	-1%	-$2.41K	0.02%	410
2021 Q4	$244K	Buy	2,819 +2	+0.1%	+$174	0.02%	425
2021 Q3	$233K	Buy	+2,817	New	+$234K	0.02%	434

Other funds holding IYF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Almanack Investment Partners sold out of iShares US Financials ETF (IYF) in Q4 2022, closing a stake of 5,195 shares — an estimated $351K sold.

Almanack Investment Partners first reported a position in IYF in Q3 2021 and held it in 4 quarters. The position peaked at $351K in Q3 2022. 320 funds tracked by Wall St. Rank hold IYF as of Q4 2022.

Almanack Investment Partners reported no remaining iShares US Financials ETF position as of Q4 2022 after selling out during the quarter.
Almanack Investment Partners sold 5,195 iShares US Financials ETF shares in Q4 2022, an estimated $351K.
Almanack Investment Partners first reported a position in iShares US Financials ETF in Q3 2021 and held it in 4 quarters.
Almanack Investment Partners's iShares US Financials ETF position peaked at $351K in Q3 2022.
320 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2022.

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