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

Aspire Private Capital’s Portfolio IWO Stock Details IWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-174	Closed	-$49.4K	–	407
2024 Q3	$49.4K	Hold	174	–	–	0.01%	235
2024 Q2	$45.7K	Hold	174	–	–	0.01%	241
2024 Q1	$47.1K	Hold	174	–	–	0.01%	241
2023 Q4	$43.9K	Hold	174	–	–	0.01%	234
2023 Q3	$39K	Hold	174	–	–	0.01%	233
2023 Q2	$42.2K	Hold	174	–	–	0.01%	220
2023 Q1	$39.5K	Hold	174	–	–	0.01%	227
2022 Q4	$37.3K	Hold	174	–	–	0.01%	221
2022 Q3	$36K	Hold	174	–	–	0.01%	227
2022 Q2	$36K	Hold	174	–	–	0.01%	230
2022 Q1	$45K	Hold	174	–	–	0.01%	216
2021 Q4	$51K	Hold	174	–	–	0.02%	219
2021 Q3	$51K	Hold	174	–	–	0.02%	212
2021 Q2	$54K	Hold	174	–	–	0.02%	210
2021 Q1	$52K	Hold	174	–	–	0.02%	220
2020 Q4	$50K	Hold	174	–	–	0.02%	209
2020 Q3	$39K	Hold	174	–	–	0.02%	217
2020 Q2	$36K	Hold	174	–	–	0.02%	172
2020 Q1	$28K	Hold	174	–	–	0.02%	163
2019 Q4	$37K	Hold	174	–	–	0.02%	206
2019 Q3	$34K	Hold	174	–	–	0.02%	200
2019 Q2	$35K	Hold	174	–	–	0.02%	208
2019 Q1	$34K	Hold	174	–	–	0.02%	250
2018 Q4	$29K	Buy	+174	New	+$32.5K	0.02%	243

Other funds holding IWO

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

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

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Aspire Private Capital sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2024, closing a stake of 174 shares — an estimated $49.4K sold.

Aspire Private Capital first reported a position in IWO in Q4 2018 and held it in 24 quarters. The position peaked at $54K in Q2 2021. 1,051 funds tracked by Wall St. Rank hold IWO as of Q4 2024.

Aspire Private Capital reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2024 after selling out during the quarter.
Aspire Private Capital sold 174 iShares Russell 2000 Growth ETF shares in Q4 2024, an estimated $49.4K.
Aspire Private Capital first reported a position in iShares Russell 2000 Growth ETF in Q4 2018 and held it in 24 quarters.
Aspire Private Capital's iShares Russell 2000 Growth ETF position peaked at $54K in Q2 2021.
1,051 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2024.

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