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Aspire Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Aspire Wealth Management’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$17.5K Buy
199
+1
+0.5% +$84 0.01% 165
2024
Q2 		$16.1K Hold
198
– – 0.01% 152
2024
Q1 		$16.6K Buy
198
+117
+144% +$9.27K 0.01% 156
2023
Q4 		$6.3K Hold
81
– – ﹤0.01% 163
2023
Q3 		$5.61K Hold
81
– – ﹤0.01% 161
2023
Q2 		$5.92K Hold
81
– – ﹤0.01% 168
2023
Q1 		$5.66K Buy
+81
New +$5.72K ﹤0.01% 165

Other funds holding IWR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Aspire Wealth Management increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.51% in Q3 2024, buying an estimated $84 and bringing the position to 199 shares worth $17.5K. The position accounts for 0.01% of the portfolio, ranked #165.

Aspire Wealth Management first reported a position in IWR in Q1 2023 and has held it in 7 quarters since. 1,292 funds tracked by Wall St. Rank hold IWR as of Q3 2024.

  • Aspire Wealth Management held 199 shares of iShares Russell Mid-Cap ETF worth $17.5K as of Q3 2024.
  • Aspire Wealth Management bought 1 iShares Russell Mid-Cap ETF share in Q3 2024, an estimated $84.
  • iShares Russell Mid-Cap ETF made up 0.01% of Aspire Wealth Management's portfolio in Q3 2024, its #165 holding.
  • Aspire Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q1 2023 and has held it in 7 quarters since.
  • 1,292 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2024.

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