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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$240K	Hold	2,560	–	–	0.13%	86
2024 Q2	$233K	Buy	2,560 +760	+42%	+$64.9K	0.13%	89
2024 Q1	$152K	Hold	1,800	–	–	0.09%	104
2023 Q4	$136K	Hold	1,800	–	–	0.09%	102
2023 Q3	$120K	Hold	1,800	–	–	0.09%	102
2023 Q2	$124K	Hold	1,800	–	–	0.09%	100
2023 Q1	$110K	Hold	1,800	–	–	0.09%	105
2022 Q4	$96.4K	Hold	1,800	–	–	0.08%	111
2022 Q3	$95K	Hold	1,800	–	–	0.09%	101
2022 Q2	$98K	Buy	+1,800	New	+$108K	0.09%	106

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

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

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

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

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

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

Aspire Wealth Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q3 2024 at 2,560 shares worth $240K. The position accounts for 0.13% of the portfolio, ranked #86.

Aspire Wealth Management first reported a position in IWF in Q2 2022 and has held it in 10 quarters since. 2,071 funds tracked by Wall St. Rank hold IWF as of Q3 2024.

Aspire Wealth Management held 2,560 shares of iShares Russell 1000 Growth ETF worth $240K as of Q3 2024.
Aspire Wealth Management left its iShares Russell 1000 Growth ETF share count unchanged in Q3 2024.
iShares Russell 1000 Growth ETF made up 0.13% of Aspire Wealth Management's portfolio in Q3 2024, its #86 holding.
Aspire Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2022 and has held it in 10 quarters since.
2,071 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2024.

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