Aspire Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Aspire Wealth Management’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$131K	Hold	2,110	–	–	0.07%	114
2024 Q2	$123K	Hold	2,110	–	–	0.07%	110
2024 Q1	$128K	Sell	2,110 -3,645	-63%	-$206K	0.08%	113
2023 Q4	$319K	Sell	5,755 -25	-0.4%	-$1.27K	0.22%	70
2023 Q3	$288K	Buy	5,780 +3,675	+175%	+$193K	0.22%	68
2023 Q2	$110K	Hold	2,105	–	–	0.08%	105
2023 Q1	$105K	Buy	2,105 +30	+1%	+$1.53K	0.09%	109
2022 Q4	$100K	Hold	2,075	–	–	0.09%	110
2022 Q3	$91K	Hold	2,075	–	–	0.09%	104
2022 Q2	$94K	Hold	2,075	–	–	0.09%	108
2022 Q1	$111K	Hold	2,075	–	–	0.09%	100
2021 Q4	$117K	Buy	+2,075	New	+$116K	0.09%	102

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Aspire Wealth Management's IJH Position: Q3 2024 in Review

Aspire Wealth Management held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q3 2024 at 2,110 shares worth $131K. The position accounts for 0.07% of the portfolio, ranked #114.

Aspire Wealth Management first reported a position in IJH in Q4 2021 and has held it in 12 quarters since. The position peaked at $319K in Q4 2023. 2,300 funds tracked by Wall St. Rank hold IJH as of Q3 2024.

Aspire Wealth Management held 2,110 shares of iShares Core S&P Mid-Cap ETF worth $131K as of Q3 2024.
Aspire Wealth Management left its iShares Core S&P Mid-Cap ETF share count unchanged in Q3 2024.
iShares Core S&P Mid-Cap ETF made up 0.07% of Aspire Wealth Management's portfolio in Q3 2024, its #114 holding.
Aspire Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 12 quarters since.
Aspire Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $319K in Q4 2023.
2,300 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.