Aspect Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Aspect Partners’s Portfolio IWM Stock Details IWM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$8.51M	Buy
2025 Q2	$824K	Buy
2025 Q1	$468K	Sell
2024 Q4	$2.38M	Buy
2024 Q3	$2.33M	Sell
2024 Q2	$2.2M	Buy
2024 Q1	$2.19M	Buy
2023 Q4	$1.04M	Buy