Ranch Capital Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-176
| Closed | -$18K | – | 351 |
|
|
2021
Q3 | $18K | Buy |
176
+1
| +0.6% | +$102 | 0.01% | 390 |
|
|
2021
Q2 | $17K | Buy |
175
+11
| +7% | +$1.07K | 0.01% | 523 |
|
|
2021
Q1 | $14K | Hold |
164
| – | – | 0.01% | 562 |
|
|
2020
Q4 | $14K | Buy |
164
+1
| +0.6% | +$85 | 0.01% | 564 |
|
|
2020
Q3 | $13K | Sell |
163
-5
| -3% | -$399 | 0.01% | 571 |
|
|
2020
Q2 | $13K | Buy |
168
+5
| +3% | +$387 | 0.01% | 585 |
|
|
2020
Q1 | $9K | Hold |
163
| – | – | 0.01% | 613 |
|
|
2019
Q4 | $11K | Buy |
+163
| New | +$11K | 0.01% | 644 |
|