Aspire Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$342K	Hold	1,089	–	–	0.18%	76
2024 Q2	$324K	Hold	1,089	–	–	0.19%	79
2024 Q1	$314K	Hold	1,089	–	–	0.19%	76
2023 Q4	$286K	Hold	1,089	–	–	0.19%	75
2023 Q3	$256K	Hold	1,089	–	–	0.19%	76
2023 Q2	$265K	Hold	1,089	–	–	0.2%	74
2023 Q1	$245K	Hold	1,089	–	–	0.2%	79
2022 Q4	$229K	Hold	1,089	–	–	0.2%	75
2022 Q3	$215K	Hold	1,089	–	–	0.2%	78
2022 Q2	$226K	Hold	1,089	–	–	0.21%	78
2022 Q1	$272K	Hold	1,089	–	–	0.22%	77
2021 Q4	$288K	Buy	+1,089	New	+$280K	0.23%	71

Other funds holding IWB

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

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

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

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

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

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

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

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

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

Aspire Wealth Management held its iShares Russell 1000 ETF (IWB) position steady in Q3 2024 at 1,089 shares worth $342K. The position accounts for 0.18% of the portfolio, ranked #76.

Aspire Wealth Management first reported a position in IWB in Q4 2021 and has held it in 12 quarters since. 1,266 funds tracked by Wall St. Rank hold IWB as of Q3 2024.

Aspire Wealth Management held 1,089 shares of iShares Russell 1000 ETF worth $342K as of Q3 2024.
Aspire Wealth Management left its iShares Russell 1000 ETF share count unchanged in Q3 2024.
iShares Russell 1000 ETF made up 0.18% of Aspire Wealth Management's portfolio in Q3 2024, its #76 holding.
Aspire Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2021 and has held it in 12 quarters since.
1,266 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2024.

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