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

Aspect Partners’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
2026 Q3	$8.85M	Sell	31,859 -29,953	-48%	-$8.8M	3.35%	7
2026 Q2	$18.6M	Buy	61,812 +48,751	+373%	+$13.7M	6.93%	3
2026 Q1	$3.24M	Sell	13,061 -21,678	-62%	-$5.59M	1.32%	20
2025 Q4	$8.55M	Sell	34,739 -438	-1%	-$108K	3.74%	6
2025 Q3	$8.51M	Buy	35,177 +31,357	+821%	+$7.19M	3.86%	8
2025 Q2	$824K	Buy	3,820 +1,472	+63%	+$296K	0.41%	33
2025 Q1	$468K	Sell	2,348 -8,431	-78%	-$1.83M	0.27%	41
2024 Q4	$2.38M	Buy	10,779 +233	+2%	+$53.1K	1.38%	19
2024 Q3	$2.33M	Sell	10,546 -299	-3%	-$64K	1.31%	20
2024 Q2	$2.2M	Buy	10,845 +424	+4%	+$85.7K	1.31%	17
2024 Q1	$2.19M	Buy	10,421 +5,259	+102%	+$1.05M	1.73%	13
2023 Q4	$1.04M	Buy	+5,162	New	+$925K	0.67%	26

Other funds holding IWM

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Aspect Partners's IWM Position: Q3 2026 in Review

Aspect Partners reduced its iShares Russell 2000 ETF (IWM) stake by 48% in Q3 2026, selling an estimated $8.8M and leaving 31,859 shares worth $8.85M. The position accounts for 3.35% of the portfolio, ranked #7.

Aspect Partners first reported a position in IWM in Q4 2023 and has held it in 12 quarters since. The position peaked at $18.6M in Q2 2026. 825 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

Aspect Partners held 31,859 shares of iShares Russell 2000 ETF worth $8.85M as of Q3 2026.
Aspect Partners sold 29,953 iShares Russell 2000 ETF shares in Q3 2026, an estimated $8.8M.
iShares Russell 2000 ETF made up 3.35% of Aspect Partners's portfolio in Q3 2026, its #7 holding.
Aspect Partners first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 12 quarters since.
Aspect Partners's iShares Russell 2000 ETF position peaked at $18.6M in Q2 2026.
825 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.