Aspiriant LLC’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Aspiriant LLC’s Portfolio IJT Stock Details IJT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$818K	Hold	5,653	–	–	0.02%	170
2025 Q4	$798K	Buy	5,653 +752	+15%	+$106K	0.02%	173
2025 Q3	$693K	Hold	4,901	–	–	0.02%	179
2025 Q2	$652K	Hold	4,901	–	–	0.02%	179
2025 Q1	$610K	Hold	4,901	–	–	0.02%	172
2024 Q4	$663K	Hold	4,901	–	–	0.02%	172
2024 Q3	$684K	Hold	4,901	–	–	0.03%	167
2024 Q2	$629K	Hold	4,901	–	–	0.03%	173
2024 Q1	$641K	Hold	4,901	–	–	0.03%	171
2023 Q4	$613K	Hold	4,901	–	–	0.03%	173
2023 Q3	$538K	Sell	4,901 -30	-0.6%	-$3.46K	0.03%	171
2023 Q2	$567K	Buy	4,931 +30	+0.6%	+$3.28K	0.03%	170
2023 Q1	$539K	Hold	4,901	–	–	0.03%	170
2022 Q4	$530K	Hold	4,901	–	–	0.03%	173
2022 Q3	$498K	Hold	4,901	–	–	0.02%	166
2022 Q2	$516K	Buy	+4,901	New	+$556K	0.02%	164

Other funds holding IJT

Morgan Stanley New York $1.66T AUM 25.57% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Aspiriant LLC's IJT Position: Q1 2026 in Review

Aspiriant LLC held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q1 2026 at 5,653 shares worth $818K. The position accounts for 0.02% of the portfolio, ranked #170.

Aspiriant LLC first reported a position in IJT in Q2 2022 and has held it in 16 quarters since. 756 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

Aspiriant LLC held 5,653 shares of iShares S&P Small-Cap 600 Growth ETF worth $818K as of Q1 2026.
Aspiriant LLC left its iShares S&P Small-Cap 600 Growth ETF share count unchanged in Q1 2026.
iShares S&P Small-Cap 600 Growth ETF made up 0.02% of Aspiriant LLC's portfolio in Q1 2026, its #170 holding.
Aspiriant LLC first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2022 and has held it in 16 quarters since.
756 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

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