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 RUSSELL 2000 ETF (IWM). 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 | REDUCED | 34,739 | -438 | -1.2% | 3.74% | $8.6M | $245.72 |
| 2025 Q3 | ADDED | 35,177 | +31,357 | +820.9% | 3.86% | $8.5M | $240.72 |
| 2025 Q2 | ADDED | 3,820 | +1,472 | +62.7% | 0.41% | $824K | $214.08 |
| 2025 Q1 | REDUCED | 2,348 | -8,431 | -78.2% | 0.27% | $468K | $197.36 |
| 2024 Q4 | ADDED | 10,779 | +233 | +2.2% | 1.38% | $2.4M | $218.11 |
| 2024 Q3 | REDUCED | 10,546 | -299 | -2.8% | 1.31% | $2.3M | $217.40 |
| 2024 Q2 | ADDED | 10,845 | +424 | +4.1% | 1.31% | $2.2M | $199.01 |
| 2024 Q1 | ADDED | 10,421 | +5,259 | +101.9% | 1.73% | $2.2M | $205.70 |
| 2023 Q4 | INITIATED | 5,162 | — | — | 0.67% | $1.0M | — |
As of 2025 Q4 — sorted by position size