Ranch Capital Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-140	Closed	-$31K	–	354
2021 Q3	$31K	Hold	140	–	–	0.02%	318
2021 Q2	$32K	Hold	140	–	–	0.02%	387
2021 Q1	$30K	Hold	140	–	–	0.02%	382
2020 Q4	$27K	Hold	140	–	–	0.02%	399
2020 Q3	$20K	Hold	140	–	–	0.02%	448
2020 Q2	$22K	Sell	140 -308	-69%	-$40.4K	0.02%	445
2020 Q1	$51K	Sell	448 -142	-24%	-$21.2K	0.05%	274
2019 Q4	$98K	Buy	+590	New	+$93.2K	0.08%	216

Other funds holding IWM

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

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

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

Ranch Capital Advisors sold out of iShares Russell 2000 ETF (IWM) in Q4 2021, closing a stake of 140 shares — an estimated $31K sold.

Ranch Capital Advisors first reported a position in IWM in Q4 2019 and held it in 8 quarters. The position peaked at $98K in Q4 2019. 2,035 funds tracked by Wall St. Rank hold IWM as of Q4 2021.

Ranch Capital Advisors reported no remaining iShares Russell 2000 ETF position as of Q4 2021 after selling out during the quarter.
Ranch Capital Advisors sold 140 iShares Russell 2000 ETF shares in Q4 2021, an estimated $31K.
Ranch Capital Advisors first reported a position in iShares Russell 2000 ETF in Q4 2019 and held it in 8 quarters.
Ranch Capital Advisors's iShares Russell 2000 ETF position peaked at $98K in Q4 2019.
2,035 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2021.

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