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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
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return