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

Aspire Growth Partners’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
2026
Q1 		$208K Buy
+1,672
New +$212K 0.14% 119
2025
Q4 		– Sell
-3,080
Closed -$366K – 124
2025
Q3 		$366K Buy
3,080
+12
+0.4% +$1.38K 0.27% 83
2025
Q2 		$335K Buy
3,068
+11
+0.4% +$1.14K 0.27% 84
2025
Q1 		$311K Buy
3,057
+61
+2% +$6.88K 0.28% 83
2024
Q4 		$345K Buy
+2,996
New +$358K 0.34% 75

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Aspire Growth Partners's IJR Position: Q1 2026 in Review

Aspire Growth Partners opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q1 2026: 1,672 shares worth $208K. The stake represents 0.14% of the portfolio and ranks #119 among its holdings. This is a return to the name: Aspire Growth Partners previously reported a position in IJR as recently as Q3 2025.

Aspire Growth Partners first reported a position in IJR in Q4 2024 and has held it in 5 quarters since. The position peaked at $366K in Q3 2025. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Aspire Growth Partners held 1,672 shares of iShares Core S&P Small-Cap ETF worth $208K as of Q1 2026.
  • iShares Core S&P Small-Cap ETF was a new Aspire Growth Partners position in Q1 2026.
  • iShares Core S&P Small-Cap ETF made up 0.14% of Aspire Growth Partners's portfolio in Q1 2026, its #119 holding.
  • Aspire Growth Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 5 quarters since.
  • Aspire Growth Partners's iShares Core S&P Small-Cap ETF position peaked at $366K in Q3 2025.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Aspire Growth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.