Aspen Investment Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$405K	Buy	3,675 +975	+36%	+$103K	0.11%	147
2026 Q1	$263K	Hold	2,700	–	–	0.08%	164
2025 Q4	$260K	Hold	2,700	–	–	0.08%	169
2025 Q3	$261K	Hold	2,700	–	–	0.1%	139
2025 Q2	$248K	Hold	2,700	–	–	0.1%	145
2025 Q1	$230K	Hold	2,700	–	–	0.11%	141
2024 Q4	$239K	Hold	2,700	–	–	0.11%	136
2024 Q3	$238K	Hold	2,700	–	–	0.11%	143
2024 Q2	$219K	Hold	2,700	–	–	0.11%	143
2024 Q1	$227K	Buy	+2,700	New	+$214K	0.12%	148
2023 Q3	–	Sell	-2,801	Closed	-$205K	–	143
2023 Q2	$205K	Buy	+2,801	New	+$195K	0.12%	135
2023 Q1	–	Sell	-3,015	Closed	-$203K	–	134
2022 Q4	$203K	Buy	+3,015	New	+$203K	0.13%	124
2022 Q2	–	Sell	-3,130	Closed	-$244K	–	143
2022 Q1	$244K	Sell	3,130 -50	-2%	-$3.85K	0.13%	132
2021 Q4	$264K	Hold	3,180	–	–	0.13%	125
2021 Q3	$249K	Sell	3,180 -50	-2%	-$4K	0.13%	129
2021 Q2	$256K	Hold	3,230	–	–	0.13%	137
2021 Q1	$239K	Hold	3,230	–	–	0.13%	135
2020 Q4	$221K	Buy	+3,230	New	+$206K	0.13%	128
2020 Q1	–	Sell	-4,764	Closed	-$284K	–	117
2019 Q4	$284K	Sell	4,764 -154	-3%	-$8.84K	0.18%	107
2019 Q3	$275K	Buy	4,918 +628	+15%	+$35.1K	0.18%	109
2019 Q2	$240K	Sell	4,290 -200	-4%	-$11K	0.16%	125
2019 Q1	$242K	Sell	4,490 -450	-9%	-$23.3K	0.17%	119
2018 Q4	$230K	Sell	4,940 -420	-8%	-$21.2K	0.18%	115
2018 Q3	$295K	Sell	5,360 -1,244	-19%	-$68.2K	0.2%	116
2018 Q2	$350K	Hold	6,604	–	–	0.24%	106
2018 Q1	$341K	Sell	6,604 -280	-4%	-$14.8K	0.24%	106
2017 Q4	$358K	Hold	6,884	–	–	0.25%	107
2017 Q3	$339K	Sell	6,884 -152	-2%	-$7.34K	0.25%	103
2017 Q2	$338K	Sell	7,036 -140	-2%	-$6.64K	0.25%	99
2017 Q1	$336K	Hold	7,176	–	–	0.25%	97
2016 Q4	$321K	Buy	7,176 +1,012	+16%	+$44.3K	0.24%	96
2016 Q3	$269K	Buy	6,164 +1,204	+24%	+$52.2K	0.21%	103
2016 Q2	$209K	Hold	4,960	–	–	0.17%	119
2016 Q1	$202K	Buy	+4,960	New	+$189K	0.19%	115
2015 Q3	–	Sell	-4,960	Closed	-$211K	–	124
2015 Q2	$211K	Hold	4,960	–	–	0.18%	119
2015 Q1	$215K	Hold	4,960	–	–	0.17%	122
2014 Q4	$207K	Buy	+4,960	New	+$201K	0.17%	122
2014 Q3	–	Sell	-4,960	Closed	-$202K	–	126
2014 Q2	$202K	Buy	+4,960	New	+$193K	0.12%	132
2014 Q1	–	Sell	-5,360	Closed	-$201K	–	123
2013 Q4	$201K	Buy	+5,360	New	+$194K	0.13%	124

Other funds holding IWR

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Aspen Investment Management increased its iShares Russell Mid-Cap ETF (IWR) stake by 36% in Q2 2026, buying an estimated $103K and bringing the position to 3,675 shares worth $405K. The position accounts for 0.11% of the portfolio, ranked #147.

Aspen Investment Management first reported a position in IWR in Q4 2013 and has held it in 39 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Aspen Investment Management held 3,675 shares of iShares Russell Mid-Cap ETF worth $405K as of Q2 2026.
Aspen Investment Management bought 975 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $103K.
iShares Russell Mid-Cap ETF made up 0.11% of Aspen Investment Management's portfolio in Q2 2026, its #147 holding.
Aspen Investment Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2013 and has held it in 39 quarters since.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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