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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
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

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
CIG
Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Aspect Partners's IWM Position: Q2 2026 in Review

Aspect Partners increased its iShares Russell 2000 ETF (IWM) stake by 373% in Q2 2026, buying an estimated $13.7M and bringing the position to 61,812 shares worth $18.6M. The position accounts for 6.93% of the portfolio, ranked #3.

Aspect Partners first reported a position in IWM in Q4 2023 and has held it in 11 quarters since. 742 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Aspect Partners held 61,812 shares of iShares Russell 2000 ETF worth $18.6M as of Q2 2026.
  • Aspect Partners bought 48,751 iShares Russell 2000 ETF shares in Q2 2026, an estimated $13.7M.
  • iShares Russell 2000 ETF made up 6.93% of Aspect Partners's portfolio in Q2 2026, its #3 holding.
  • Aspect Partners first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 11 quarters since.
  • 742 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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