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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$11.1K	Hold	95	–	–	0.01%	169
2024 Q2	$10.1K	Sell	95 -12	-11%	-$1.28K	0.01%	154
2024 Q1	$11.8K	Sell	107 -76	-42%	-$8.07K	0.01%	159
2023 Q4	$19.8K	Hold	183	–	–	0.01%	144
2023 Q3	$17.2K	Sell	183 -3	-2%	-$300	0.01%	142
2023 Q2	$18.5K	Hold	186	–	–	0.01%	149
2023 Q1	$18K	Sell	186 -1,085	-85%	-$108K	0.01%	147
2022 Q4	$120K	Sell	1,271 -30	-2%	-$2.88K	0.1%	101
2022 Q3	$113K	Buy	1,301 +1,191	+1,083%	+$116K	0.11%	93
2022 Q2	$10K	Hold	110	–	–	0.01%	146
2022 Q1	$12K	Sell	110 -183	-62%	-$19.7K	0.01%	145
2021 Q4	$34K	Buy	+293	New	+$33.4K	0.03%	136

Other funds holding IJR

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

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

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

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

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

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

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

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

RJA

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

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

Aspire Wealth Management held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q3 2024 at 95 shares worth $11.1K. The position accounts for 0.01% of the portfolio, ranked #169.

Aspire Wealth Management first reported a position in IJR in Q4 2021 and has held it in 12 quarters since. The position peaked at $120K in Q4 2022. 2,379 funds tracked by Wall St. Rank hold IJR as of Q3 2024.

Aspire Wealth Management held 95 shares of iShares Core S&P Small-Cap ETF worth $11.1K as of Q3 2024.
Aspire Wealth Management left its iShares Core S&P Small-Cap ETF share count unchanged in Q3 2024.
iShares Core S&P Small-Cap ETF made up 0.01% of Aspire Wealth Management's portfolio in Q3 2024, its #169 holding.
Aspire Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 12 quarters since.
Aspire Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $120K in Q4 2022.
2,379 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2024.

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