Aspen Investment Management’s iShares Russell 1000 ETF IWB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.2M	Sell	5,369 -20	-0.4%	-$7.93K	0.59%	49
2026 Q1	$1.92M	Buy	5,389 +3	+0.1%	+$1.12K	0.59%	54
2025 Q4	$2.01M	Buy	5,386 +1,944	+56%	+$720K	0.61%	49
2025 Q3	$1.26M	Hold	3,442	–	–	0.49%	62
2025 Q2	$1.17M	Sell	3,442 -100	-3%	-$31.4K	0.49%	61
2025 Q1	$1.09M	Buy	3,542 +1,200	+51%	+$388K	0.5%	58
2024 Q4	$754K	Hold	2,342	–	–	0.35%	76
2024 Q3	$736K	Hold	2,342	–	–	0.34%	78
2024 Q2	$697K	Hold	2,342	–	–	0.35%	81
2024 Q1	$675K	Hold	2,342	–	–	0.34%	81
2023 Q4	$614K	Hold	2,342	–	–	0.34%	81
2023 Q3	$550K	Hold	2,342	–	–	0.33%	82
2023 Q2	$571K	Sell	2,342 -5	-0.2%	-$1.15K	0.34%	81
2023 Q1	$529K	Sell	2,347 -40	-2%	-$8.8K	0.34%	78
2022 Q4	$503K	Hold	2,387	–	–	0.33%	87
2022 Q3	$471K	Hold	2,387	–	–	0.31%	93
2022 Q2	$496K	Hold	2,387	–	–	0.31%	92
2022 Q1	$597K	Hold	2,387	–	–	0.31%	94
2021 Q4	$631K	Hold	2,387	–	–	0.31%	98
2021 Q3	$577K	Hold	2,387	–	–	0.31%	94
2021 Q2	$578K	Hold	2,387	–	–	0.3%	91
2021 Q1	$534K	Sell	2,387 -500	-17%	-$109K	0.3%	92
2020 Q4	$612K	Hold	2,887	–	–	0.36%	82
2020 Q3	$540K	Hold	2,887	–	–	0.36%	79
2020 Q2	$496K	Hold	2,887	–	–	0.36%	79
2020 Q1	$409K	Hold	2,887	–	–	0.35%	76
2019 Q4	$515K	Hold	2,887	–	–	0.32%	83
2019 Q3	$475K	Hold	2,887	–	–	0.32%	85
2019 Q2	$470K	Hold	2,887	–	–	0.31%	88
2019 Q1	$454K	Hold	2,887	–	–	0.32%	87
2018 Q4	$400K	Sell	2,887 -175	-6%	-$26.2K	0.32%	86
2018 Q3	$495K	Hold	3,062	–	–	0.33%	88
2018 Q2	$465K	Hold	3,062	–	–	0.32%	88
2018 Q1	$450K	Sell	3,062 -100	-3%	-$15.2K	0.32%	87
2017 Q4	$470K	Sell	3,162 -25	-0.8%	-$3.62K	0.33%	88
2017 Q3	$446K	Hold	3,187	–	–	0.33%	86
2017 Q2	$431K	Hold	3,187	–	–	0.32%	87
2017 Q1	$418K	Hold	3,187	–	–	0.31%	84
2016 Q4	$397K	Hold	3,187	–	–	0.3%	83
2016 Q3	$384K	Hold	3,187	–	–	0.3%	79
2016 Q2	$373K	Hold	3,187	–	–	0.31%	74
2016 Q1	$364K	Hold	3,187	–	–	0.33%	73
2015 Q4	$361K	Hold	3,187	–	–	0.36%	75
2015 Q3	$341K	Hold	3,187	–	–	0.33%	79
2015 Q2	$370K	Hold	3,187	–	–	0.31%	77
2015 Q1	$369K	Hold	3,187	–	–	0.3%	80
2014 Q4	$365K	Hold	3,187	–	–	0.31%	83
2014 Q3	$350K	Hold	3,187	–	–	0.29%	84
2014 Q2	$351K	Sell	3,187 -192	-6%	-$20.4K	0.21%	98
2014 Q1	$354K	Sell	3,379 -120	-3%	-$12.3K	0.23%	95
2013 Q4	$361K	Sell	3,499 -2,140	-38%	-$212K	0.24%	96
2013 Q3	$531K	Hold	5,639	–	–	0.38%	77
2013 Q2	$507K	Buy	+5,639	New	+$505K	0.34%	78

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Aspen Investment Management reduced its iShares Russell 1000 ETF (IWB) stake by 0.37% in Q2 2026, selling an estimated $7.93K and leaving 5,369 shares worth $2.2M. The position accounts for 0.59% of the portfolio, ranked #49.

Aspen Investment Management first reported a position in IWB in Q2 2013 and has held it in 53 quarters since. 1,545 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Aspen Investment Management held 5,369 shares of iShares Russell 1000 ETF worth $2.2M as of Q2 2026.
Aspen Investment Management sold 20 iShares Russell 1000 ETF shares in Q2 2026, an estimated $7.93K.
iShares Russell 1000 ETF made up 0.59% of Aspen Investment Management's portfolio in Q2 2026, its #49 holding.
Aspen Investment Management first reported a position in iShares Russell 1000 ETF in Q2 2013 and has held it in 53 quarters since.
1,545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

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