Aspen Investment Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Aspen Investment Management’s Portfolio IJR Stock Details IJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$279K	Buy	+1,878	New	+$258K	0.08%	172
2014 Q3	–	Sell	-70,058	Closed	-$3.93M	–	124
2014 Q2	$3.93M	Hold	70,058	–	–	2.4%	6
2014 Q1	$3.86M	Hold	70,058	–	–	2.46%	7
2013 Q4	$3.82M	Sell	70,058 -47,200	-40%	-$2.47M	2.55%	6
2013 Q3	$5.85M	Buy	117,258 +376	+0.3%	+$18.2K	4.14%	3
2013 Q2	$5.28M	Buy	+116,882	New	+$5.18M	3.59%	4

Other funds holding IJR

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Aspen Investment Management's IJR Position: Q2 2026 in Review

Aspen Investment Management opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2026: 1,878 shares worth $279K. The stake represents 0.08% of the portfolio and ranks #172 among its holdings. This is a return to the name: Aspen Investment Management previously reported a position in IJR as recently as Q2 2014.

Aspen Investment Management first reported a position in IJR in Q2 2013 and has held it in 6 quarters since. The position peaked at $5.85M in Q3 2013. 1,062 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Aspen Investment Management held 1,878 shares of iShares Core S&P Small-Cap ETF worth $279K as of Q2 2026.
iShares Core S&P Small-Cap ETF was a new Aspen Investment Management position in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.08% of Aspen Investment Management's portfolio in Q2 2026, its #172 holding.
Aspen Investment Management first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and has held it in 6 quarters since.
Aspen Investment Management's iShares Core S&P Small-Cap ETF position peaked at $5.85M in Q3 2013.
1,062 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Aspen Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.