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Aspect Partners’s ProShares Short Russell2000 RWM Stock Holding History

Aspect Partners’s Portfolio RWM Stock Details RWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,975
Closed -$37K – 652
2024
Q4 		$37K Buy
+1,975
New +$36.3K 0.02% 149

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LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $289M AUM 20.84% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $3.75B AUM 21.95% 1-Year Est. Return
GCM
Generation Capital Management Pittsford, New York $137M AUM 21.56% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $3.57B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aspect Partners's RWM Position: Q1 2025 in Review

Aspect Partners sold out of ProShares Short Russell2000 (RWM) in Q1 2025, closing a stake of 1,975 shares — an estimated $37K sold.

Aspect Partners first reported a position in RWM in Q4 2024 and held it in 1 quarter. The position peaked at $37K in Q4 2024. 39 funds tracked by Wall St. Rank hold RWM as of Q1 2025.

  • Aspect Partners reported no remaining ProShares Short Russell2000 position as of Q1 2025 after selling out during the quarter.
  • Aspect Partners sold 1,975 ProShares Short Russell2000 shares in Q1 2025, an estimated $37K.
  • Aspect Partners first reported a position in ProShares Short Russell2000 in Q4 2024 and held it in 1 quarter.
  • Aspect Partners's ProShares Short Russell2000 position peaked at $37K in Q4 2024.
  • 39 funds tracked by Wall St. Rank held ProShares Short Russell2000 as of Q1 2025.

Based on Aspect Partners's 13F filing for Q1 2025, filed 24 Apr 2025.