Aspiriant LLC’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Aspiriant LLC’s Portfolio IJR Stock Details IJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.02M	Buy	64,541 +175	+0.3%	+$22.2K	0.23%	53
2025 Q4	$7.74M	Buy	64,366 +13,001	+25%	+$1.55M	0.22%	56
2025 Q3	$6.1M	Buy	51,365 +2,584	+5%	+$297K	0.19%	56
2025 Q2	$5.33M	Buy	48,781 +14,963	+44%	+$1.55M	0.17%	60
2025 Q1	$3.54M	Buy	33,818 +7,131	+27%	+$805K	0.12%	66
2024 Q4	$3.07M	Buy	26,687 +1,738	+7%	+$208K	0.11%	77
2024 Q3	$2.92M	Buy	24,949 +1,405	+6%	+$159K	0.11%	78
2024 Q2	$2.51M	Buy	23,544 +456	+2%	+$48.8K	0.1%	83
2024 Q1	$2.55M	Buy	23,088 +336	+1%	+$35.7K	0.11%	85
2023 Q4	$2.46M	Buy	22,752 +543	+2%	+$52.3K	0.11%	83
2023 Q3	$2.1M	Buy	22,209 +407	+2%	+$40.7K	0.11%	87
2023 Q2	$2.17M	Sell	21,802 -269	-1%	-$25.6K	0.11%	89
2023 Q1	$2.13M	Sell	22,071 -898	-4%	-$89.8K	0.11%	84
2022 Q4	$2.17M	Sell	22,969 -556	-2%	-$53.3K	0.11%	83
2022 Q3	$2.05M	Buy	23,525 +1,555	+7%	+$151K	0.1%	81
2022 Q2	$2.03M	Buy	21,970 +372	+2%	+$37K	0.1%	82
2022 Q1	$2.33M	Sell	21,598 -895	-4%	-$96.6K	0.13%	79
2021 Q4	$2.58M	Buy	22,493 +6,905	+44%	+$787K	0.14%	80
2021 Q3	$1.7M	Buy	15,588 +227	+1%	+$25K	0.1%	83
2021 Q2	$1.74M	Buy	15,361 +2,220	+17%	+$248K	0.1%	80
2021 Q1	$1.43M	Buy	13,141 +793	+6%	+$83K	0.09%	84
2020 Q4	$1.14M	Sell	12,348 -198	-2%	-$16.3K	0.08%	91
2020 Q3	$881K	Buy	12,546 +68	+0.5%	+$4.87K	0.07%	107
2020 Q2	$853K	Sell	12,478 -3,153	-20%	-$199K	0.08%	94
2020 Q1	$877K	Buy	15,631 +2,201	+16%	+$164K	0.09%	86
2019 Q4	$1.13M	Sell	13,430 -287	-2%	-$23.1K	0.1%	89
2019 Q3	$1.07M	Buy	13,717 +347	+3%	+$26.9K	0.1%	104
2019 Q2	$1.05M	Hold	13,370	–	–	0.09%	103
2019 Q1	$1.03M	Sell	13,370 -1,841	-12%	-$141K	0.08%	110
2018 Q4	$1.05M	Buy	15,211 +271	+2%	+$20.9K	0.08%	102
2018 Q3	$1.3M	Buy	14,940 +146	+1%	+$12.8K	0.11%	97
2018 Q2	$1.24M	Buy	14,794 +1,774	+14%	+$145K	0.11%	98
2018 Q1	$1M	Buy	+13,020	New	+$1.01M	0.09%	103
2017 Q4	–	Sell	-12,694	Closed	-$942K	–	126
2017 Q3	$942K	Buy	12,694 +2,524	+25%	+$177K	0.08%	110
2017 Q2	$713K	Buy	10,170 +1,022	+11%	+$70.8K	0.06%	127
2017 Q1	$633K	Hold	9,148	–	–	0.05%	138
2016 Q4	$629K	Sell	9,148 -2	-0%	-$129	0.06%	126
2016 Q3	$568K	Sell	9,150 -580	-6%	-$35.4K	0.06%	131
2016 Q2	$565K	Buy	9,730 +1,126	+13%	+$64.2K	0.05%	132
2016 Q1	$484K	Hold	8,604	–	–	0.05%	135
2015 Q4	$474K	Sell	8,604 -680	-7%	-$38.3K	0.05%	58
2015 Q3	$495K	Hold	9,284	–	–	0.04%	71
2015 Q2	$547K	Buy	9,284 +126	+1%	+$7.45K	0.05%	70
2015 Q1	$540K	Hold	9,158	–	–	0.07%	58
2014 Q4	$522K	Sell	9,158 -1,000	-10%	-$54.6K	0.07%	59
2014 Q3	$530K	Buy	10,158 +680	+7%	+$37K	0.07%	51
2014 Q2	$531K	Sell	9,478 -750	-7%	-$40.6K	0.07%	62
2014 Q1	$563K	Sell	10,228 -200	-2%	-$10.8K	0.08%	64
2013 Q4	$569K	Buy	+10,428	New	+$545K	0.09%	54
2013 Q3	–	Sell	-9,228	Closed	-$417K	–	56
2013 Q2	$417K	Buy	+9,228	New	+$409K	0.07%	49

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Aspiriant LLC's IJR Position: Q1 2026 in Review

Aspiriant LLC increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.27% in Q1 2026, buying an estimated $22.2K and bringing the position to 64,541 shares worth $8.02M. The position accounts for 0.23% of the portfolio, ranked #53.

Aspiriant LLC first reported a position in IJR in Q2 2013 and has held it in 50 quarters since. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Aspiriant LLC held 64,541 shares of iShares Core S&P Small-Cap ETF worth $8.02M as of Q1 2026.
Aspiriant LLC bought 175 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $22.2K.
iShares Core S&P Small-Cap ETF made up 0.23% of Aspiriant LLC's portfolio in Q1 2026, its #53 holding.
Aspiriant LLC first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and has held it in 50 quarters since.
2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Aspiriant LLC's 13F filing for Q1 2026, filed 12 May 2026.