Aspire Private Capital’s iShares Russell Mid-Cap ETF IWR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-9	Closed	-$757	–	721
2024 Q1	$757	Sell	9 -341	-97%	-$27K	﹤0.01%	641
2023 Q4	$27.2K	Buy	+350	New	+$24.9K	0.01%	277

Other funds holding IWR

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Aspire Private Capital's IWR Position: Q2 2024 in Review

Aspire Private Capital sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2024, closing a stake of 9 shares — an estimated $757 sold.

Aspire Private Capital first reported a position in IWR in Q4 2023 and held it in 2 quarters. The position peaked at $27.2K in Q4 2023. 1,242 funds tracked by Wall St. Rank hold IWR as of Q2 2024.

Aspire Private Capital reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2024 after selling out during the quarter.
Aspire Private Capital sold 9 iShares Russell Mid-Cap ETF shares in Q2 2024, an estimated $757.
Aspire Private Capital first reported a position in iShares Russell Mid-Cap ETF in Q4 2023 and held it in 2 quarters.
Aspire Private Capital's iShares Russell Mid-Cap ETF position peaked at $27.2K in Q4 2023.
1,242 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2024.

Based on Aspire Private Capital's 13F filing for Q2 2024, filed 15 Jul 2024.