Aspire Wealth Management’s iShares Micro-Cap ETF IWC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$521	Hold	4	–	–	﹤0.01%	188
2024 Q2	$480	Hold	4	–	–	﹤0.01%	171
2024 Q1	$508	Hold	4	–	–	﹤0.01%	180
2023 Q4	$486	Hold	4	–	–	﹤0.01%	176
2023 Q3	$416	Hold	4	–	–	﹤0.01%	175
2023 Q2	$454	Hold	4	–	–	﹤0.01%	182
2023 Q1	$433	Hold	4	–	–	﹤0.01%	182
2022 Q4	$446	Hold	4	–	–	﹤0.01%	185
2022 Q3	$0	Hold	4	–	–	﹤0.01%	179
2022 Q2	$0	Hold	4	–	–	﹤0.01%	180
2022 Q1	$1K	Hold	4	–	–	﹤0.01%	169
2021 Q4	$1K	Buy	+4	New	+$580	﹤0.01%	169

Other funds holding IWC

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

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

Aspire Wealth Management held its iShares Micro-Cap ETF (IWC) position steady in Q3 2024 at 4 shares worth $521. The position accounts for ﹤0.01% of the portfolio, ranked #188.

Aspire Wealth Management first reported a position in IWC in Q4 2021 and has held it in 12 quarters since. The position peaked at $1K in Q1 2022. 221 funds tracked by Wall St. Rank hold IWC as of Q3 2024.

Aspire Wealth Management held 4 shares of iShares Micro-Cap ETF worth $521 as of Q3 2024.
Aspire Wealth Management left its iShares Micro-Cap ETF share count unchanged in Q3 2024.
iShares Micro-Cap ETF made up ﹤0.01% of Aspire Wealth Management's portfolio in Q3 2024, its #188 holding.
Aspire Wealth Management first reported a position in iShares Micro-Cap ETF in Q4 2021 and has held it in 12 quarters since.
Aspire Wealth Management's iShares Micro-Cap ETF position peaked at $1K in Q1 2022.
221 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q3 2024.

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