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

Aspire Private Capital’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
Q4 		– Sell
-77
Closed -$9.03K – 395
2024
Q3 		$9.03K Sell
77
-81
-51% -$9.15K ﹤0.01% 395
2024
Q2 		$16.9K Hold
158
– – ﹤0.01% 333
2024
Q1 		$17.5K Sell
158
-3
-2% -$319 ﹤0.01% 338
2023
Q4 		$17.5K Sell
161
-312
-66% -$30.1K 0.01% 332
2023
Q3 		$44.6K Buy
473
+305
+182% +$30.5K 0.01% 220
2023
Q2 		$16.8K Hold
168
– – 0.01% 318
2023
Q1 		$16.3K Sell
168
-1,774
-91% -$177K 0.01% 309
2022
Q4 		$184K Sell
1,942
-2,140
-52% -$205K 0.07% 130
2022
Q3 		$356K Sell
4,082
-394
-9% -$38.3K 0.14% 97
2022
Q2 		$414K Sell
4,476
-66
-1% -$6.56K 0.15% 95
2022
Q1 		$490K Sell
4,542
-65
-1% -$7.01K 0.16% 92
2021
Q4 		$528K Sell
4,607
-177
-4% -$20.2K 0.17% 87
2021
Q3 		$522K Sell
4,784
-156
-3% -$17.2K 0.17% 77
2021
Q2 		$558K Buy
4,940
+1,953
+65% +$218K 0.18% 73
2021
Q1 		$324K Sell
2,987
-64
-2% -$6.7K 0.11% 105
2020
Q4 		$280K Buy
3,051
+91
+3% +$7.48K 0.11% 96
2020
Q3 		$208K Buy
2,960
+135
+5% +$9.68K 0.09% 104
2020
Q2 		$193K Buy
+2,825
New +$178K 0.09% 94
2020
Q1 		– Sell
-5
Closed – – 360
2019
Q4 		$0 Sell
5
-414
-99% -$33.3K ﹤0.01% 511
2019
Q3 		$33K Sell
419
-640
-60% -$49.6K 0.02% 201
2019
Q2 		$83K Buy
1,059
+96
+10% +$7.45K 0.04% 172
2019
Q1 		$74K Sell
963
-25,190
-96% -$1.93M 0.04% 198
2018
Q4 		$1.81M Buy
+26,153
New +$2.02M 1.05% 25

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Aspire Private Capital's IJR Position: Q4 2024 in Review

Aspire Private Capital sold out of iShares Core S&P Small-Cap ETF (IJR) in Q4 2024, closing a stake of 77 shares — an estimated $9.03K sold.

Aspire Private Capital first reported a position in IJR in Q4 2018 and held it in 23 quarters. The position peaked at $1.81M in Q4 2018. 2,631 funds tracked by Wall St. Rank hold IJR as of Q4 2024.

  • Aspire Private Capital reported no remaining iShares Core S&P Small-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Aspire Private Capital sold 77 iShares Core S&P Small-Cap ETF shares in Q4 2024, an estimated $9.03K.
  • Aspire Private Capital first reported a position in iShares Core S&P Small-Cap ETF in Q4 2018 and held it in 23 quarters.
  • Aspire Private Capital's iShares Core S&P Small-Cap ETF position peaked at $1.81M in Q4 2018.
  • 2,631 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2024.

Based on Aspire Private Capital's 13F filing for Q4 2024, filed 17 Jan 2025.