Aspiriant LLC’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.1M | Buy |
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|
2025
Q2 | $5.33M | Buy |
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|
2025
Q1 | $3.54M | Buy |
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|
2024
Q4 | $3.07M | Buy |
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|
2024
Q3 | $2.92M | Buy |
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|
2024
Q2 | $2.51M | Buy |
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|
2024
Q1 | $2.55M | Buy |
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|
2023
Q4 | $2.46M | Buy |
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|
2023
Q3 | $2.1M | Buy |
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|
2023
Q2 | $2.17M | Sell |
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|
2023
Q1 | $2.13M | Sell |
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|
2022
Q4 | $2.17M | Sell |
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|
2022
Q3 | $2.05M | Buy |
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|
2022
Q2 | $2.03M | Buy |
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|
2022
Q1 | $2.33M | Sell |
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|
2021
Q4 | $2.58M | Buy |
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|
2021
Q3 | $1.7M | Buy |
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|
2021
Q2 | $1.74M | Buy |
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|
2021
Q1 | $1.43M | Buy |
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|
2020
Q4 | $1.14M | Sell |
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|
2020
Q3 | $881K | Buy |
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|
2020
Q2 | $853K | Sell |
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|
2020
Q1 | $877K | Buy |
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|
2019
Q4 | $1.13M | Sell |
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|
2019
Q3 | $1.07M | Buy |
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|
2019
Q2 | $1.05M | Hold |
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|
2019
Q1 | $1.03M | Sell |
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|
2018
Q4 | $1.05M | Buy |
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|
2018
Q3 | $1.3M | Buy |
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|
2018
Q2 | $1.24M | Buy |
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|
2018
Q1 | $1M | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $942K | Buy |
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|
2017
Q2 | $713K | Buy |
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|
2017
Q1 | $633K | Hold |
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|
2016
Q4 | $629K | Sell |
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|
2016
Q3 | $568K | Sell |
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|
2016
Q2 | $565K | Buy |
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|
2016
Q1 | $484K | Hold |
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|
2015
Q4 | $474K | Sell |
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|
2015
Q3 | $495K | Hold |
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|
2015
Q2 | $547K | Buy |
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|
2015
Q1 | $540K | Hold |
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|
2014
Q4 | $522K | Sell |
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|
2014
Q3 | $530K | Buy |
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|
2014
Q2 | $531K | Sell |
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|
2014
Q1 | $563K | Sell |
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|
2013
Q4 | $569K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $417K | Buy |
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