Aspire Wealth Management’s iShares Russell Top 200 ETF IWL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$57.5K	Buy	409 +1	+0.2%	+$136	0.03%	140
2024 Q2	$54.7K	Buy	408 +1	+0.2%	+$128	0.03%	133
2024 Q1	$51.8K	Hold	407	–	–	0.03%	134
2023 Q4	$46.8K	Buy	407 +3	+0.7%	+$325	0.03%	126
2023 Q3	$41.8K	Hold	404	–	–	0.03%	122
2023 Q2	$43.1K	Sell	404 -31,701	-99%	-$3.19M	0.03%	125
2023 Q1	$3.12M	Sell	32,105 -14,149	-31%	-$1.33M	2.54%	14
2022 Q4	$4.16M	Sell	46,254 -7,337	-14%	-$666K	3.63%	9
2022 Q3	$4.55M	Buy	53,591 +700	+1%	+$66.2K	4.29%	5
2022 Q2	$4.75M	Buy	52,891 +3,567	+7%	+$347K	4.38%	6
2022 Q1	$5.33M	Buy	49,324 +13,236	+37%	+$1.41M	4.22%	6
2021 Q4	$4.11M	Buy	+36,088	New	+$3.98M	3.33%	9

Other funds holding IWL

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

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

Gilbert & Cook West Des Moines, Iowa $774M AUM 17% 1-Year Est. Return

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

MCWS

McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Pegasus Partners Mequon, Wisconsin $1.07B AUM 32.32% 1-Year Est. Return

DOHJ LLC Seattle, Washington $344M AUM 10.21% 1-Year Est. Return

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

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

Aspire Wealth Management increased its iShares Russell Top 200 ETF (IWL) stake by 0.25% in Q3 2024, buying an estimated $136 and bringing the position to 409 shares worth $57.5K. The position accounts for 0.03% of the portfolio, ranked #140.

Aspire Wealth Management first reported a position in IWL in Q4 2021 and has held it in 12 quarters since. The position peaked at $5.33M in Q1 2022. 160 funds tracked by Wall St. Rank hold IWL as of Q3 2024.

Aspire Wealth Management held 409 shares of iShares Russell Top 200 ETF worth $57.5K as of Q3 2024.
Aspire Wealth Management bought 1 iShares Russell Top 200 ETF share in Q3 2024, an estimated $136.
iShares Russell Top 200 ETF made up 0.03% of Aspire Wealth Management's portfolio in Q3 2024, its #140 holding.
Aspire Wealth Management first reported a position in iShares Russell Top 200 ETF in Q4 2021 and has held it in 12 quarters since.
Aspire Wealth Management's iShares Russell Top 200 ETF position peaked at $5.33M in Q1 2022.
160 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q3 2024.

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