Aspiriant LLC’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.12M | Sell |
135,119
-2,684
| -2% | -$186K | 0.26% | 46 |
|
|
2025
Q4 | $9.1M | Buy |
137,803
+78,978
| +134% | +$5.17M | 0.26% | 48 |
|
|
2025
Q3 | $3.84M | Sell |
58,825
-7,402
| -11% | -$476K | 0.12% | 76 |
|
|
2025
Q2 | $4.11M | Sell |
66,227
-1,651
| -2% | -$96.9K | 0.13% | 74 |
|
|
2025
Q1 | $3.96M | Buy |
67,878
+3,226
| +5% | +$200K | 0.14% | 62 |
|
|
2024
Q4 | $4.03M | Sell |
64,652
-1,054
| -2% | -$67.6K | 0.15% | 62 |
|
|
2024
Q3 | $4.09M | Sell |
65,706
-5,845
| -8% | -$352K | 0.16% | 58 |
|
|
2024
Q2 | $4.19M | Sell |
71,551
-13,199
| -16% | -$775K | 0.17% | 60 |
|
|
2024
Q1 | $5.15M | Sell |
84,750
-7,115
| -8% | -$403K | 0.21% | 56 |
|
|
2023
Q4 | $5.09M | Sell |
91,865
-4,315
| -4% | -$219K | 0.23% | 52 |
|
|
2023
Q3 | $4.8M | Sell |
96,180
-10,265
| -10% | -$538K | 0.25% | 52 |
|
|
2023
Q2 | $5.57M | Sell |
106,445
-5,950
| -5% | -$296K | 0.28% | 48 |
|
|
2023
Q1 | $5.62M | Sell |
112,395
-5,345
| -5% | -$272K | 0.29% | 47 |
|
|
2022
Q4 | $5.7M | Sell |
117,740
-6,980
| -6% | -$337K | 0.29% | 48 |
|
|
2022
Q3 | $5.47M | Sell |
124,720
-1,540
| -1% | -$74.5K | 0.27% | 47 |
|
|
2022
Q2 | $5.71M | Sell |
126,260
-4,930
| -4% | -$243K | 0.28% | 48 |
|
|
2022
Q1 | $7.04M | Buy |
131,190
+3,360
| +3% | +$179K | 0.39% | 39 |
|
|
2021
Q4 | $7.24M | Buy |
127,830
+122,990
| +2,541% | +$6.85M | 0.39% | 36 |
|
|
2021
Q3 | $254K | Sell |
4,840
-245
| -5% | -$13.2K | 0.01% | 207 |
|
|
2021
Q2 | $273K | Hold |
5,085
| – | – | 0.02% | 207 |
|
|
2021
Q1 | $265K | Sell |
5,085
-230
| -4% | -$11.5K | 0.02% | 186 |
|
|
2020
Q4 | $245K | Buy |
+5,315
| New | +$224K | 0.02% | 188 |
|
|
2020
Q2 | – | Sell |
-14,030
| Closed | -$403K | – | 189 |
|
|
2020
Q1 | $403K | Sell |
14,030
-685
| -5% | -$25.5K | 0.04% | 136 |
|
|
2019
Q4 | $605K | Sell |
14,715
-14,630
| -50% | -$580K | 0.06% | 122 |
|
|
2019
Q3 | $1.14M | Buy |
29,345
+15,700
| +115% | +$603K | 0.1% | 93 |
|
|
2019
Q2 | $530K | Sell |
13,645
-2,200
| -14% | -$84.3K | 0.04% | 141 |
|
|
2019
Q1 | $600K | Buy |
15,845
+3,880
| +32% | +$143K | 0.05% | 135 |
|
|
2018
Q4 | $397K | Buy |
+11,965
| New | +$437K | 0.03% | 161 |
|
|
2018
Q2 | – | Sell |
-9,220
| Closed | -$346K | – | 254 |
|
|
2018
Q1 | $346K | Buy |
+9,220
| New | +$353K | 0.03% | 180 |
|
|
2016
Q3 | – | Sell |
-6,995
| Closed | -$209K | – | 195 |
|
|
2016
Q2 | $209K | Buy |
+6,995
| New | +$205K | 0.02% | 171 |
|
|
2016
Q1 | – | Sell |
-7,405
| Closed | -$206K | – | 169 |
|
|
2015
Q4 | $206K | Buy |
+7,405
| New | +$212K | 0.02% | 77 |
|
Other funds holding IJH
Aspiriant LLC's IJH Position: Q1 2026 in Review
Aspiriant LLC reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.9% in Q1 2026, selling an estimated $186K and leaving 135,119 shares worth $9.12M. The position accounts for 0.26% of the portfolio, ranked #46.
Aspiriant LLC first reported a position in IJH in Q4 2015 and has held it in 31 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- Aspiriant LLC held 135,119 shares of iShares Core S&P Mid-Cap ETF worth $9.12M as of Q1 2026.
- Aspiriant LLC sold 2,684 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $186K.
- iShares Core S&P Mid-Cap ETF made up 0.26% of Aspiriant LLC's portfolio in Q1 2026, its #46 holding.
- Aspiriant LLC first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2015 and has held it in 31 quarters since.
- 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on Aspiriant LLC's 13F filing for Q1 2026, filed 12 May 2026.