Aspect Partners, LLC IWM holdings history
ISHARES RUSSELL 2000 ETF · CUSIP 464287655 · CIK 1985284
As of 2026-06-30, Aspect Partners, LLC reported 61.81K IWM (shares), valued at $18.57M, or 6.93% of its reported non-derivative portfolio. Filed 2026-07-16.
Verify history & sources →Shares increased 373.26%; reported value increased 473.35%, and weight changed +5.61 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 6.93% | 61,812 | SEC filing ↗Filed Jul 16, 2026 |
| Q1 2026 | 1.32% | 13,061 | SEC filing ↗Filed Apr 2, 2026 |
| Q4 2025 | 3.74% | 34,739 | SEC filing ↗Filed Jan 23, 2026 |
| Q3 2025 | 3.86% | 35,177 | SEC filing ↗Filed Nov 6, 2025 |
| Q2 2025 | 0.41% | 3,820 | SEC filing ↗Filed Aug 6, 2025 |
| Q1 2025 | 0.27% | 2,348 | SEC filing ↗Filed Apr 24, 2025 |
| Q4 2024 | 1.38% | 10,779 | SEC filing ↗Filed Feb 3, 2025 |
| Q3 2024 | 1.31% | 10,546 | SEC filing ↗Filed Oct 15, 2024 |
| Q2 2024 | 1.31% | 10,845 | SEC filing ↗Filed Jul 15, 2024 |
| Q1 2024 | 1.73% | 10,421 | SEC filing ↗Filed May 17, 2024 |
| Q4 2023 | 0.67% | 5,162 | SEC filing ↗Filed Feb 16, 2024 |
| Q3 2023 | Not reported | Not reported | No filing this quarter |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q4 2023 | 0.67% | 5,162 | $1.04M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Feb 16, 2024 |
| Q1 2024 | 1.73% | 10,421 | $2.19M | Shares increased 101.88%; reported value increased 111.52%, and weight changed +1.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 17, 2024 |
| Q2 2024 | 1.31% | 10,845 | $2.20M | Shares increased 4.07%; reported value increased 0.40%, and weight changed -0.42 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 15, 2024 |
| Q3 2024 | 1.31% | 10,546 | $2.33M | Shares decreased 2.76%; reported value increased 5.87%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 15, 2024 |
| Q4 2024 | 1.38% | 10,779 | $2.38M | Shares increased 2.21%; reported value increased 2.24%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 3, 2025 |
| Q1 2025 | 0.27% | 2,348 | $468.40K | Shares decreased 78.22%; reported value decreased 80.33%, and weight changed -1.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 24, 2025 |
| Q2 2025 | 0.41% | 3,820 | $824.32K | Shares increased 62.69%; reported value increased 75.98%, and weight changed +0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 6, 2025 |
| Q3 2025 | 3.86% | 35,177 | $8.51M | Shares increased 820.86%; reported value increased 932.54%, and weight changed +3.45 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 6, 2025 |
| Q4 2025 | 3.74% | 34,739 | $8.55M | Shares decreased 1.25%; reported value increased 0.47%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 23, 2026 |
| Q1 2026 | 1.32% | 13,061 | $3.24M | Shares decreased 62.40%; reported value decreased 62.12%, and weight changed -2.42 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 2, 2026 |
| Q2 2026 | 6.93% | 61,812 | $18.57M | Shares increased 373.26%; reported value increased 473.35%, and weight changed +5.61 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 16, 2026 |
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