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Aspiriant LLC’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Aspiriant LLC’s Portfolio IUSG Stock Details IUSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.32M Buy
28,293
+506
+2% +$91.4K 0.13% 72
2026
Q1 		$4.31M Hold
27,787
– – 0.12% 75
2025
Q4 		$4.67M Hold
27,787
– – 0.13% 72
2025
Q3 		$4.57M Hold
27,787
– – 0.14% 68
2025
Q2 		$4.18M Hold
27,787
– – 0.13% 72
2025
Q1 		$3.53M Hold
27,787
– – 0.12% 67
2024
Q4 		$3.87M Hold
27,787
– – 0.14% 64
2024
Q3 		$3.67M Buy
27,787
+35
+0.1% +$4.45K 0.14% 67
2024
Q2 		$3.54M Sell
27,752
-490
-2% -$58.4K 0.14% 67
2024
Q1 		$3.31M Hold
28,242
– – 0.14% 68
2023
Q4 		$2.94M Buy
28,242
+62
+0.2% +$6.11K 0.13% 73
2023
Q3 		$2.67M Sell
28,180
-308
-1% -$30.2K 0.14% 73
2023
Q2 		$2.78M Sell
28,488
-323
-1% -$29.6K 0.14% 74
2023
Q1 		$2.56M Sell
28,811
-344
-1% -$29.3K 0.13% 78
2022
Q4 		$2.38M Buy
29,155
+21,090
+262% +$1.76M 0.12% 78
2022
Q3 		$647K Sell
8,065
-1,005
-11% -$90.5K 0.03% 152
2022
Q2 		$759K Buy
9,070
+818
+10% +$75K 0.04% 140
2022
Q1 		$872K Sell
8,252
-294
-3% -$30.5K 0.05% 142
2021
Q4 		$987K Buy
8,546
+294
+4% +$32.8K 0.05% 136
2021
Q3 		$845K Hold
8,252
– – 0.05% 129
2021
Q2 		$833K Hold
8,252
– – 0.05% 125
2021
Q1 		$749K Hold
8,252
– – 0.05% 122
2020
Q4 		$731K Sell
8,252
-1,245
-13% -$105K 0.05% 128
2020
Q3 		$759K Buy
9,497
+3,158
+50% +$247K 0.06% 121
2020
Q2 		$456K Buy
6,339
+1,431
+29% +$95.1K 0.04% 132
2020
Q1 		$280K Sell
4,908
-367
-7% -$24.2K 0.03% 162
2019
Q4 		$357K Hold
5,275
– – 0.03% 159
2019
Q3 		$332K Hold
5,275
– – 0.03% 169
2019
Q2 		$331K Hold
5,275
– – 0.03% 171
2019
Q1 		$318K Buy
+5,275
New +$303K 0.03% 176

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Aspiriant LLC's IUSG Position: Q2 2026 in Review

Aspiriant LLC increased its iShares Core S&P US Growth ETF (IUSG) stake by 1.8% in Q2 2026, buying an estimated $91.4K and bringing the position to 28,293 shares worth $5.32M. The position accounts for 0.13% of the portfolio, ranked #72.

Aspiriant LLC first reported a position in IUSG in Q1 2019 and has held it in 30 quarters since. 931 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Aspiriant LLC held 28,293 shares of iShares Core S&P US Growth ETF worth $5.32M as of Q2 2026.
  • Aspiriant LLC bought 506 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $91.4K.
  • iShares Core S&P US Growth ETF made up 0.13% of Aspiriant LLC's portfolio in Q2 2026, its #72 holding.
  • Aspiriant LLC first reported a position in iShares Core S&P US Growth ETF in Q1 2019 and has held it in 30 quarters since.
  • 931 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Aspiriant LLC's 13F filing for Q2 2026, filed 20 Jul 2026.