Aspiriant LLC
IUSG icon

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
Q3 		$5.48M Hold
28,293
– – 0.13% 69
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

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Facet Wealth Inc
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Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Aspiriant LLC's IUSG Position: Q3 2026 in Review

Aspiriant LLC held its iShares Core S&P US Growth ETF (IUSG) position steady in Q3 2026 at 28,293 shares worth $5.48M. The position accounts for 0.13% of the portfolio, ranked #69.

Aspiriant LLC first reported a position in IUSG in Q1 2019 and has held it in 31 quarters since. 601 funds tracked by Wall St. Rank hold IUSG as of Q3 2026.

  • Aspiriant LLC held 28,293 shares of iShares Core S&P US Growth ETF worth $5.48M as of Q3 2026.
  • Aspiriant LLC left its iShares Core S&P US Growth ETF share count unchanged in Q3 2026.
  • iShares Core S&P US Growth ETF made up 0.13% of Aspiriant LLC's portfolio in Q3 2026, its #69 holding.
  • Aspiriant LLC first reported a position in iShares Core S&P US Growth ETF in Q1 2019 and has held it in 31 quarters since.
  • 601 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2026.

Based on Aspiriant LLC's 13F filing for Q3 2026, filed 16 Oct 2026.