Aspire Wealth Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-18	Closed	-$1.43K	–	193
2023 Q4	$1.43K	Hold	18	–	–	﹤0.01%	172
2023 Q3	$1.3K	Hold	18	–	–	﹤0.01%	171
2023 Q2	$1.35K	Hold	18	–	–	﹤0.01%	178
2023 Q1	$1.29K	Buy	+18	New	+$1.29K	﹤0.01%	176

Other funds holding IJK

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Aspire Wealth Management's IJK Position: Q1 2024 in Review

Aspire Wealth Management sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2024, closing a stake of 18 shares — an estimated $1.43K sold.

Aspire Wealth Management first reported a position in IJK in Q1 2023 and held it in 4 quarters. The position peaked at $1.43K in Q4 2023. 835 funds tracked by Wall St. Rank hold IJK as of Q1 2024.

Aspire Wealth Management reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2024 after selling out during the quarter.
Aspire Wealth Management sold 18 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2024, an estimated $1.43K.
Aspire Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2023 and held it in 4 quarters.
Aspire Wealth Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $1.43K in Q4 2023.
835 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2024.

Based on Aspire Wealth Management's 13F filing for Q1 2024, filed 29 Apr 2024.