Aspen Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

Aspen Capital Management’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 Q1	$1.91M	Sell	7,683 -22	-0.3%	-$5.67K	0.47%	25
2025 Q4	$1.9M	Hold	7,705	–	–	0.47%	23
2025 Q3	$1.86M	Sell	7,705 -82	-1%	-$18.8K	0.48%	23
2025 Q2	$1.68M	Buy	7,787 +26	+0.3%	+$5.23K	0.47%	23
2025 Q1	$1.55M	Buy	+7,761	New	+$1.68M	0.5%	23

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Aspen Capital Management's IWM Position: Q1 2026 in Review

Aspen Capital Management reduced its iShares Russell 2000 ETF (IWM) stake by 0.29% in Q1 2026, selling an estimated $5.67K and leaving 7,683 shares worth $1.91M. The position accounts for 0.47% of the portfolio, ranked #25.

Aspen Capital Management first reported a position in IWM in Q1 2025 and has held it in 5 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Aspen Capital Management held 7,683 shares of iShares Russell 2000 ETF worth $1.91M as of Q1 2026.
Aspen Capital Management sold 22 iShares Russell 2000 ETF shares in Q1 2026, an estimated $5.67K.
iShares Russell 2000 ETF made up 0.47% of Aspen Capital Management's portfolio in Q1 2026, its #25 holding.
Aspen Capital Management first reported a position in iShares Russell 2000 ETF in Q1 2025 and has held it in 5 quarters since.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Aspen Capital Management's 13F filing for Q1 2026, filed 20 Apr 2026.