Ownership history in Aspect Partners, LLC · 9 quarters on record
This page tracks every 13F SEC filing in which Aspect Partners, LLC reported a position in ISHARES CORE S&P SMALL CAP ETF (IJR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 57,945 | +6,400 | +12.4% | 3.05% | $7.0M | $119.99 |
| 2025 Q3 | ADDED | 51,545 | +2,395 | +4.9% | 2.78% | $6.1M | $118.09 |
| 2025 Q2 | ADDED | 49,150 | +3,305 | +7.2% | 2.65% | $5.4M | $108.21 |
| 2025 Q1 | ADDED | 45,845 | +2,194 | +5.0% | 2.74% | $4.8M | $103.16 |
| 2024 Q4 | REDUCED | 43,651 | -356 | -0.8% | 2.90% | $5.0M | $113.32 |
| 2024 Q3 | ADDED | 44,007 | +625 | +1.4% | 2.89% | $5.1M | $113.96 |
| 2024 Q2 | ADDED | 43,382 | +3,579 | +9.0% | 2.75% | $4.6M | $103.47 |
| 2024 Q1 | ADDED | 39,803 | +4,747 | +13.5% | 3.47% | $4.4M | $106.83 |
| 2023 Q4 | INITIATED | 35,056 | — | — | 2.45% | $3.8M | — |
As of 2025 Q4 — sorted by position size