Aspiriant LLC’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Aspiriant LLC’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.11M	Sell	66,227 -1,651	-2%	-$102K	0.13%	74
2025 Q1	$3.96M	Buy	67,878 +3,226	+5%	+$188K	0.14%	62
2024 Q4	$4.03M	Sell	64,652 -1,054	-2%	-$65.7K	0.15%	62
2024 Q3	$4.09M	Sell	65,706 -5,845	-8%	-$364K	0.16%	58
2024 Q2	$4.19M	Sell	71,551 -13,199	-16%	-$772K	0.17%	60
2024 Q1	$5.15M	Sell	84,750 -7,115	-8%	-$432K	0.21%	56
2023 Q4	$5.09M	Sell	91,865 -4,315	-4%	-$239K	0.23%	52
2023 Q3	$4.8M	Sell	96,180 -10,265	-10%	-$512K	0.25%	52
2023 Q2	$5.57M	Sell	106,445 -5,950	-5%	-$311K	0.28%	48
2023 Q1	$5.62M	Sell	112,395 -5,345	-5%	-$267K	0.29%	47
2022 Q4	$5.7M	Sell	117,740 -6,980	-6%	-$338K	0.29%	48
2022 Q3	$5.48M	Sell	124,720 -1,540	-1%	-$67.6K	0.27%	47
2022 Q2	$5.71M	Sell	126,260 -4,930	-4%	-$223K	0.28%	48
2022 Q1	$7.04M	Buy	131,190 +3,360	+3%	+$180K	0.39%	39
2021 Q4	$7.24M	Buy	127,830 +122,990	+2,541%	+$6.96M	0.39%	36
2021 Q3	$254K	Sell	4,840 -245	-5%	-$12.9K	0.01%	207
2021 Q2	$273K	Hold	5,085	–	–	0.02%	207
2021 Q1	$265K	Sell	5,085 -230	-4%	-$12K	0.02%	186
2020 Q4	$245K	Buy	+5,315	New	+$245K	0.02%	188
2020 Q2	–	Sell	-14,030	Closed	-$403K	–	189
2020 Q1	$403K	Sell	14,030 -685	-5%	-$19.7K	0.04%	136
2019 Q4	$605K	Sell	14,715 -14,630	-50%	-$602K	0.06%	122
2019 Q3	$1.14M	Buy	29,345 +15,700	+115%	+$608K	0.1%	93
2019 Q2	$530K	Sell	13,645 -2,200	-14%	-$85.5K	0.04%	141
2019 Q1	$600K	Buy	15,845 +3,880	+32%	+$147K	0.05%	135
2018 Q4	$397K	Buy	+11,965	New	+$397K	0.03%	161
2018 Q2	–	Sell	-9,220	Closed	-$346K	–	254
2018 Q1	$346K	Buy	+9,220	New	+$346K	0.03%	180
2016 Q3	–	Sell	-6,995	Closed	-$209K	–	195
2016 Q2	$209K	Buy	+6,995	New	+$209K	0.02%	171
2016 Q1	–	Sell	-7,405	Closed	-$206K	–	169
2015 Q4	$206K	Buy	+7,405	New	+$206K	0.02%	77