Ranch Capital Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Ranch Capital Advisors’s Portfolio IUSG Stock Details IUSG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-176	Closed	-$18K	–	351
2021 Q3	$18K	Buy	176 +1	+0.6%	+$106	0.01%	390
2021 Q2	$17K	Buy	175 +11	+7%	+$1.06K	0.01%	523
2021 Q1	$14K	Hold	164	–	–	0.01%	562
2020 Q4	$14K	Buy	164 +1	+0.6%	+$84	0.01%	564
2020 Q3	$13K	Sell	163 -5	-3%	-$392	0.01%	571
2020 Q2	$13K	Buy	168 +5	+3%	+$332	0.01%	585
2020 Q1	$9K	Hold	163	–	–	0.01%	613
2019 Q4	$11K	Buy	+163	New	+$10.6K	0.01%	644

Other funds holding IUSG

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ranch Capital Advisors's IUSG Position: Q4 2021 in Review

Ranch Capital Advisors sold out of iShares Core S&P US Growth ETF (IUSG) in Q4 2021, closing a stake of 176 shares — an estimated $18K sold.

Ranch Capital Advisors first reported a position in IUSG in Q4 2019 and held it in 8 quarters. The position peaked at $18K in Q3 2021. 555 funds tracked by Wall St. Rank hold IUSG as of Q4 2021.

Ranch Capital Advisors reported no remaining iShares Core S&P US Growth ETF position as of Q4 2021 after selling out during the quarter.
Ranch Capital Advisors sold 176 iShares Core S&P US Growth ETF shares in Q4 2021, an estimated $18K.
Ranch Capital Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2019 and held it in 8 quarters.
Ranch Capital Advisors's iShares Core S&P US Growth ETF position peaked at $18K in Q3 2021.
555 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2021.

Based on Ranch Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.