Aspire Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$120K	Sell	544 -42	-7%	-$8.99K	0.06%	117
2024 Q2	$119K	Sell	586 -34	-5%	-$6.87K	0.07%	112
2024 Q1	$130K	Sell	620 -11	-2%	-$2.19K	0.08%	112
2023 Q4	$127K	Hold	631	–	–	0.09%	105
2023 Q3	$112K	Hold	631	–	–	0.08%	104
2023 Q2	$118K	Hold	631	–	–	0.09%	102
2023 Q1	$113K	Hold	631	–	–	0.09%	104
2022 Q4	$110K	Hold	631	–	–	0.1%	103
2022 Q3	$104K	Hold	631	–	–	0.1%	97
2022 Q2	$107K	Hold	631	–	–	0.1%	100
2022 Q1	$130K	Buy	631 +38	+6%	+$7.75K	0.1%	95
2021 Q4	$132K	Buy	+593	New	+$134K	0.11%	99

Other funds holding IWM

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

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

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Aspire Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 7.2% in Q3 2024, selling an estimated $8.99K and leaving 544 shares worth $120K. The position accounts for 0.06% of the portfolio, ranked #117.

Aspire Wealth Management first reported a position in IWM in Q4 2021 and has held it in 12 quarters since. The position peaked at $132K in Q4 2021. 2,247 funds tracked by Wall St. Rank hold IWM as of Q3 2024.

Aspire Wealth Management held 544 shares of iShares Russell 2000 ETF worth $120K as of Q3 2024.
Aspire Wealth Management sold 42 iShares Russell 2000 ETF shares in Q3 2024, an estimated $8.99K.
iShares Russell 2000 ETF made up 0.06% of Aspire Wealth Management's portfolio in Q3 2024, its #117 holding.
Aspire Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 12 quarters since.
Aspire Wealth Management's iShares Russell 2000 ETF position peaked at $132K in Q4 2021.
2,247 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2024.

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