IJR β€” ISHARES CORE S&P SMALL CAP ETF

Ownership history in Aspect Partners, LLC  Β·  9 quarters on record

AI Ownership Summary

Aspect Partners, LLC reported ISHARES CORE S&P SMALL CAP ETF (IJR) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.47% in 2024 Q1. The latest visible filing shows IJR at 3.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IJR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Aspect Partners, LLC's position in ISHARES CORE S&P SMALL CAP ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IJR was reported at 3.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.47% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Aspect Partners, LLC held IJR β€” position size vs. price
% of Fund (quarterly)    IJR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 57,945 +6,400 +12.4% 3.05% $7.0M 2026-02-14 (Est.) $130.74
2025 Q3 ADDED 51,545 +2,395 +4.9% 2.78% $6.1M 2025-11-06 $116.22
2025 Q2 ADDED 49,150 +3,305 +7.2% 2.65% $5.4M 2025-08-06 $109.71
2025 Q1 ADDED 45,845 +2,194 +5.0% 2.74% $4.8M 2025-04-24 $98.53
2024 Q4 REDUCED 43,651 -356 -0.8% 2.90% $5.0M 2025-02-03 $114.94
2024 Q3 ADDED 44,007 +625 +1.4% 2.89% $5.1M 2024-10-15 $114.14
2024 Q2 ADDED 43,382 +3,579 +9.0% 2.75% $4.6M 2024-07-15 $109.44
2024 Q1 ADDED 39,803 +4,747 +13.5% 3.47% $4.4M 2024-05-17 $106.70
2023 Q4 INITIATED 35,056 β€” β€” 2.45% $3.8M 2024-02-16 $103.48

FAQ About Aspect Partners, LLC and IJR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Aspect Partners, LLC reported owning IJR?

Aspect Partners, LLC reported IJR across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IJR position in Aspect Partners, LLC's portfolio?

The largest reported portfolio weight for IJR was 3.47% in 2024 Q1.

What is the latest reported IJR position on this page?

The most recent filing on this page is 2025 Q4, when Aspect Partners, LLC reported 57,945 shares, equal to 3.05% of portfolio, with an estimated market value of $7.0M.

What does the chart on this IJR ownership page compare?

The chart compares Aspect Partners, LLC's quarterly IJR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Aspect Partners, LLC Holdings