Ranch Capital Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-84	Closed	-$12K	–	352
2021 Q3	$12K	Hold	84	–	–	0.01%	446
2021 Q2	$12K	Hold	84	–	–	0.01%	605
2021 Q1	$11K	Hold	84	–	–	0.01%	610
2020 Q4	$10K	Sell	84 -1	-1%	-$121	0.01%	623
2020 Q3	$9K	Hold	85	–	–	0.01%	640
2020 Q2	$9K	Hold	85	–	–	0.01%	661
2020 Q1	$8K	Buy	+85	New	+$10.1K	0.01%	636

Other funds holding IVE

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

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

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

Ranch Capital Advisors sold out of iShares S&P 500 Value ETF (IVE) in Q4 2021, closing a stake of 84 shares — an estimated $12K sold.

Ranch Capital Advisors first reported a position in IVE in Q1 2020 and held it in 7 quarters. The position peaked at $12K in Q3 2021. 1,037 funds tracked by Wall St. Rank hold IVE as of Q4 2021.

Ranch Capital Advisors reported no remaining iShares S&P 500 Value ETF position as of Q4 2021 after selling out during the quarter.
Ranch Capital Advisors sold 84 iShares S&P 500 Value ETF shares in Q4 2021, an estimated $12K.
Ranch Capital Advisors first reported a position in iShares S&P 500 Value ETF in Q1 2020 and held it in 7 quarters.
Ranch Capital Advisors's iShares S&P 500 Value ETF position peaked at $12K in Q3 2021.
1,037 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2021.

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