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Raffa Wealth Management’s Ispire Technology ISPR Stock Holding History

Raffa Wealth Management’s Portfolio ISPR Stock Details ISPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-97
Closed -$488 – 1103
2024
Q4 		$488 Hold
97
– – ﹤0.01% 1005
2024
Q3 		$602 Hold
97
– – ﹤0.01% 958
2024
Q2 		$776 Sell
97
-26
-21% -$168 ﹤0.01% 964
2024
Q1 		$754 Buy
+123
New +$1.24K ﹤0.01% 962

Other funds holding ISPR

YRHAM
Yong Rong (HK) Asset Management Sheung Wan, Hong Kong $119M AUM 233.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raffa Wealth Management's ISPR Position: Q1 2025 in Review

Raffa Wealth Management sold out of Ispire Technology (ISPR) in Q1 2025, closing a stake of 97 shares — an estimated $488 sold.

Raffa Wealth Management first reported a position in ISPR in Q1 2024 and held it in 4 quarters. The position peaked at $776 in Q2 2024. 46 funds tracked by Wall St. Rank hold ISPR as of Q1 2025.

  • Raffa Wealth Management reported no remaining Ispire Technology position as of Q1 2025 after selling out during the quarter.
  • Raffa Wealth Management sold 97 Ispire Technology shares in Q1 2025, an estimated $488.
  • Raffa Wealth Management first reported a position in Ispire Technology in Q1 2024 and held it in 4 quarters.
  • Raffa Wealth Management's Ispire Technology position peaked at $776 in Q2 2024.
  • 46 funds tracked by Wall St. Rank held Ispire Technology as of Q1 2025.

Based on Raffa Wealth Management's 13F filing for Q1 2025, filed 27 Jul 2026.