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Aspect Partners’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Aspect Partners’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.94M Sell
19,826
-42,810
-68% -$5.88M 1.1% 18
2026
Q1 		$7.79M Buy
62,636
+4,691
+8% +$596K 3.18% 10
2025
Q4 		$6.96M Buy
57,945
+6,400
+12% +$765K 3.05% 10
2025
Q3 		$6.13M Buy
51,545
+2,395
+5% +$275K 2.78% 11
2025
Q2 		$5.37M Buy
49,150
+3,305
+7% +$342K 2.65% 10
2025
Q1 		$4.79M Buy
45,845
+2,194
+5% +$248K 2.74% 12
2024
Q4 		$5.03M Sell
43,651
-356
-0.8% -$42.5K 2.9% 8
2024
Q3 		$5.15M Buy
44,007
+625
+1% +$70.6K 2.89% 10
2024
Q2 		$4.63M Buy
43,382
+3,579
+9% +$383K 2.75% 9
2024
Q1 		$4.4M Buy
39,803
+4,747
+14% +$504K 3.47% 8
2023
Q4 		$3.79M Buy
+35,056
New +$3.38M 2.45% 11

Other funds holding IJR

NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Aspect Partners's IJR Position: Q2 2026 in Review

Aspect Partners reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 68% in Q2 2026, selling an estimated $5.88M and leaving 19,826 shares worth $2.94M. The position accounts for 1.1% of the portfolio, ranked #18.

Aspect Partners first reported a position in IJR in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.79M in Q1 2026. 1,062 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Aspect Partners held 19,826 shares of iShares Core S&P Small-Cap ETF worth $2.94M as of Q2 2026.
  • Aspect Partners sold 42,810 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $5.88M.
  • iShares Core S&P Small-Cap ETF made up 1.1% of Aspect Partners's portfolio in Q2 2026, its #18 holding.
  • Aspect Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • Aspect Partners's iShares Core S&P Small-Cap ETF position peaked at $7.79M in Q1 2026.
  • 1,062 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.