Aspire Capital Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Aspire Capital Advisors’s Portfolio IJR Stock Details IJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-3,802	Closed	-$412K	–	82
2023 Q4	$412K	Sell	3,802 -8	-0.2%	-$771	0.17%	43
2023 Q3	$359K	Buy	+3,810	New	+$381K	0.16%	50

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Aspire Capital Advisors's IJR Position: Q1 2024 in Review

Aspire Capital Advisors sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2024, closing a stake of 3,802 shares — an estimated $412K sold.

Aspire Capital Advisors first reported a position in IJR in Q3 2023 and held it in 2 quarters. The position peaked at $412K in Q4 2023. 2,325 funds tracked by Wall St. Rank hold IJR as of Q1 2024.

Aspire Capital Advisors reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2024 after selling out during the quarter.
Aspire Capital Advisors sold 3,802 iShares Core S&P Small-Cap ETF shares in Q1 2024, an estimated $412K.
Aspire Capital Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q3 2023 and held it in 2 quarters.
Aspire Capital Advisors's iShares Core S&P Small-Cap ETF position peaked at $412K in Q4 2023.
2,325 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2024.

Based on Aspire Capital Advisors's 13F filing for Q1 2024, filed 10 May 2024.