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 Q2	$251K	Buy	1,692 +20	+1%	+$2.75K	0.15%	110
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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Aspire Growth Partners's IJR Position: Q2 2026 in Review

Aspire Growth Partners increased its iShares Core S&P Small-Cap ETF (IJR) stake by 1.2% in Q2 2026, buying an estimated $2.75K and bringing the position to 1,692 shares worth $251K. The position accounts for 0.15% of the portfolio, ranked #110.

Aspire Growth Partners first reported a position in IJR in Q4 2024 and has held it in 6 quarters since. The position peaked at $366K in Q3 2025. 2,841 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Aspire Growth Partners held 1,692 shares of iShares Core S&P Small-Cap ETF worth $251K as of Q2 2026.
Aspire Growth Partners bought 20 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $2.75K.
iShares Core S&P Small-Cap ETF made up 0.15% of Aspire Growth Partners's portfolio in Q2 2026, its #110 holding.
Aspire Growth Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 6 quarters since.
Aspire Growth Partners's iShares Core S&P Small-Cap ETF position peaked at $366K in Q3 2025.
2,841 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Aspire Growth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.