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

Aspen Investment 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
Q2 		$12.4M Buy
41,217
+2,612
+7% +$734K 3.33% 3
2026
Q1 		$9.57M Buy
38,605
+276
+0.7% +$71.2K 2.93% 3
2025
Q4 		$9.44M Buy
38,329
+1,878
+5% +$462K 2.84% 5
2025
Q3 		$8.82M Buy
36,451
+2,034
+6% +$467K 3.41% 4
2025
Q2 		$7.43M Buy
34,417
+2,227
+7% +$448K 3.12% 5
2025
Q1 		$6.42M Sell
32,190
-5,556
-15% -$1.21M 2.96% 5
2024
Q4 		$8.34M Buy
37,746
+2,526
+7% +$576K 3.87% 3
2024
Q3 		$7.78M Buy
35,220
+5,609
+19% +$1.2M 3.63% 3
2024
Q2 		$6.01M Buy
29,611
+534
+2% +$108K 3% 4
2024
Q1 		$6.12M Buy
29,077
+34
+0.1% +$6.78K 3.11% 4
2023
Q4 		$5.83M Buy
29,043
+1,070
+4% +$192K 3.26% 4
2023
Q3 		$4.94M Buy
27,973
+2,085
+8% +$391K 3% 7
2023
Q2 		$4.85M Buy
25,888
+700
+3% +$125K 2.88% 7
2023
Q1 		$4.49M Sell
25,188
-24
-0.1% -$4.42K 2.87% 8
2022
Q4 		$4.4M Sell
25,212
-353
-1% -$62.8K 2.87% 5
2022
Q3 		$4.22M Sell
25,565
-176
-0.7% -$32.1K 2.81% 6
2022
Q2 		$4.36M Sell
25,741
-45
-0.2% -$8.29K 2.73% 5
2022
Q1 		$5.29M Sell
25,786
-5,863
-19% -$1.2M 2.78% 4
2021
Q4 		$7.04M Sell
31,649
-112
-0.4% -$25.3K 3.47% 3
2021
Q3 		$6.95M Buy
31,761
+1,293
+4% +$287K 3.68% 3
2021
Q2 		$6.99M Sell
30,468
-136
-0.4% -$30.6K 3.66% 3
2021
Q1 		$6.76M Sell
30,604
-738
-2% -$161K 3.77% 2
2020
Q4 		$6.14M Buy
31,342
+2,779
+10% +$486K 3.64% 3
2020
Q3 		$4.28M Sell
28,563
-658
-2% -$99K 2.85% 4
2020
Q2 		$4.18M Buy
29,221
+4,538
+18% +$595K 3% 4
2020
Q1 		$2.83M Sell
24,683
-6,947
-22% -$1.04M 2.45% 7
2019
Q4 		$5.24M Sell
31,630
-271
-0.8% -$42.8K 3.27% 3
2019
Q3 		$4.83M Sell
31,901
-457
-1% -$69.8K 3.22% 3
2019
Q2 		$5.03M Sell
32,358
-426
-1% -$65.7K 3.31% 3
2019
Q1 		$5.02M Sell
32,784
-172
-0.5% -$25.8K 3.5% 3
2018
Q4 		$4.41M Sell
32,956
-3,710
-10% -$554K 3.54% 3
2018
Q3 		$6.18M Buy
36,666
+6,104
+20% +$1.03M 4.09% 2
2018
Q2 		$5M Buy
30,562
+545
+2% +$87.2K 3.46% 3
2018
Q1 		$4.56M Buy
30,017
+908
+3% +$140K 3.27% 3
2017
Q4 		$4.44M Buy
29,109
+279
+1% +$41.9K 3.15% 4
2017
Q3 		$4.27M Buy
28,830
+1,084
+4% +$153K 3.17% 4
2017
Q2 		$3.91M Buy
27,746
+4,756
+21% +$658K 2.94% 6
2017
Q1 		$3.16M Sell
22,990
-175
-0.8% -$23.9K 2.34% 7
2016
Q4 		$3.12M Buy
23,165
+1,287
+6% +$164K 2.35% 7
2016
Q3 		$2.72M Sell
21,878
-93
-0.4% -$11.3K 2.15% 7
2016
Q2 		$2.53M Buy
21,971
+158
+0.7% +$17.8K 2.08% 9
2016
Q1 		$2.41M Sell
21,813
-235
-1% -$24.3K 2.21% 9
2015
Q4 		$2.48M Sell
22,048
-230
-1% -$26.5K 2.47% 6
2015
Q3 		$2.43M Sell
22,278
-738
-3% -$87.5K 2.37% 8
2015
Q2 		$2.87M Buy
23,016
+270
+1% +$33.7K 2.41% 8
2015
Q1 		$2.83M Sell
22,746
-160
-0.7% -$19.3K 2.26% 10
2014
Q4 		$2.74M Buy
22,906
+1,000
+5% +$114K 2.3% 10
2014
Q3 		$2.4M Buy
21,906
+2,490
+13% +$285K 2% 10
2014
Q2 		$2.31M Sell
19,416
-3,815
-16% -$433K 1.41% 15
2014
Q1 		$2.7M Buy
23,231
+423
+2% +$48.8K 1.72% 11
2013
Q4 		$2.63M Buy
22,808
+565
+3% +$62.4K 1.75% 12
2013
Q3 		$2.37M Buy
22,243
+50
+0.2% +$5.17K 1.68% 11
2013
Q2 		$2.15M Buy
+22,193
New +$2.12M 1.46% 14

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
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 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

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

Aspen Investment Management increased its iShares Russell 2000 ETF (IWM) stake by 6.8% in Q2 2026, buying an estimated $734K and bringing the position to 41,217 shares worth $12.4M. The position accounts for 3.33% of the portfolio, ranked #3.

Aspen Investment Management first reported a position in IWM in Q2 2013 and has held it in 53 quarters since. 779 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Aspen Investment Management held 41,217 shares of iShares Russell 2000 ETF worth $12.4M as of Q2 2026.
  • Aspen Investment Management bought 2,612 iShares Russell 2000 ETF shares in Q2 2026, an estimated $734K.
  • iShares Russell 2000 ETF made up 3.33% of Aspen Investment Management's portfolio in Q2 2026, its #3 holding.
  • Aspen Investment Management first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 53 quarters since.
  • 779 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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