Aspire Private Capital’s iShares Russell 2000 ETF IWM Stock Holding History

Aspire Private Capital’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
2024 Q4	–	Sell	-6	Closed	-$1.35K	–	405
2024 Q3	$1.35K	Hold	6	–	–	﹤0.01%	574
2024 Q2	$1.24K	Sell	6 -1	-14%	-$202	﹤0.01%	586
2024 Q1	$1.4K	Sell	7 -90	-93%	-$18K	﹤0.01%	609
2023 Q4	$19.6K	Buy	97 +93	+2,325%	+$16.7K	0.01%	315
2023 Q3	$790	Buy	4 +1	+33%	+$188	﹤0.01%	613
2023 Q2	$632	Buy	+3	New	+$535	﹤0.01%	607
2022 Q1	–	Sell	-30	Closed	-$7K	–	638
2021 Q4	$7K	Buy	+30	New	+$6.78K	﹤0.01%	373
2019 Q4	–	Sell	-5	Closed	-$1K	–	515
2019 Q3	$1K	Sell	5 -5	-50%	-$763	﹤0.01%	411
2019 Q2	$2K	Hold	10	–	–	﹤0.01%	394
2019 Q1	$2K	Sell	10 -330	-97%	-$49.6K	﹤0.01%	434
2018 Q4	$46K	Buy	+340	New	+$50.7K	0.03%	221

Other funds holding IWM

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

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

Aspire Private Capital sold out of iShares Russell 2000 ETF (IWM) in Q4 2024, closing a stake of 6 shares — an estimated $1.35K sold.

Aspire Private Capital first reported a position in IWM in Q4 2018 and held it in 11 quarters. The position peaked at $46K in Q4 2018. 2,528 funds tracked by Wall St. Rank hold IWM as of Q4 2024.

Aspire Private Capital reported no remaining iShares Russell 2000 ETF position as of Q4 2024 after selling out during the quarter.
Aspire Private Capital sold 6 iShares Russell 2000 ETF shares in Q4 2024, an estimated $1.35K.
Aspire Private Capital first reported a position in iShares Russell 2000 ETF in Q4 2018 and held it in 11 quarters.
Aspire Private Capital's iShares Russell 2000 ETF position peaked at $46K in Q4 2018.
2,528 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2024.

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