Almanack Investment Partners’s iShares US Healthcare ETF IYH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-4,900	Closed	-$248K	–	687
2022 Q3	$248K	Sell	4,900 -385	-7%	-$20.8K	0.05%	122
2022 Q2	$284K	Hold	5,285	–	–	0.03%	335
2022 Q1	$305K	Hold	5,285	–	–	0.03%	360
2021 Q4	$317K	Sell	5,285 -15	-0.3%	-$857	0.03%	360
2021 Q3	$292K	Buy	+5,300	New	+$303K	0.03%	381
2019 Q3	–	Sell	-3,205	Closed	-$125K	–	271
2019 Q2	$125K	Buy	+3,205	New	+$121K	0.03%	238

Other funds holding IYH

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

Almanack Investment Partners sold out of iShares US Healthcare ETF (IYH) in Q4 2022, closing a stake of 4,900 shares — an estimated $248K sold.

Almanack Investment Partners first reported a position in IYH in Q2 2019 and held it in 6 quarters. The position peaked at $317K in Q4 2021. 488 funds tracked by Wall St. Rank hold IYH as of Q4 2022.

Almanack Investment Partners reported no remaining iShares US Healthcare ETF position as of Q4 2022 after selling out during the quarter.
Almanack Investment Partners sold 4,900 iShares US Healthcare ETF shares in Q4 2022, an estimated $248K.
Almanack Investment Partners first reported a position in iShares US Healthcare ETF in Q2 2019 and held it in 6 quarters.
Almanack Investment Partners's iShares US Healthcare ETF position peaked at $317K in Q4 2021.
488 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2022.

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