Aspiriant LLC’s iShares Core S&P US Value ETF IUSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $360M | Buy |
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|
2025
Q2 | $338M | Buy |
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|
2025
Q1 | $326M | Buy |
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|
2024
Q4 | $302M | Buy |
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|
2024
Q3 | $274M | Buy |
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|
2024
Q2 | $252M | Buy |
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|
2024
Q1 | $249M | Buy |
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|
2023
Q4 | $205M | Buy |
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|
2023
Q3 | $173M | Buy |
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|
2023
Q2 | $179M | Sell |
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|
2023
Q1 | $170M | Buy |
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|
2022
Q4 | $163M | Sell |
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|
2022
Q3 | $157M | Buy |
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|
2022
Q2 | $167M | Buy |
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|
2022
Q1 | $189M | Buy |
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|
2021
Q4 | $187M | Sell |
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|
2021
Q3 | $177M | Sell |
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|
2021
Q2 | $180M | Buy |
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|
2021
Q1 | $155M | Buy |
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|
2020
Q4 | $136M | Buy |
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|
2020
Q3 | $111M | Buy |
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|
2020
Q2 | $59.7M | Buy |
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|
2020
Q1 | $46.1M | Buy |
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|
2019
Q4 | $56.3M | Buy |
|
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|
2019
Q3 | $51.5M | Sell |
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|
2019
Q2 | $52.1M | Buy |
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|
2019
Q1 | $49.3M | Buy |
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|
2018
Q4 | $42.4M | Sell |
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|
2018
Q3 | $51.1M | Sell |
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|
2018
Q2 | $50.9M | Sell |
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|
2018
Q1 | $53.6M | Buy |
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|
2017
Q4 | $19.9M | Sell |
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|
2017
Q3 | $64.8M | Sell |
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|
2017
Q2 | $70.7M | Sell |
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|
2017
Q1 | $71.3M | Sell |
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|
2016
Q4 | $73.6M | Sell |
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|
2016
Q3 | $75.8M | Sell |
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|
2016
Q2 | $89.8M | Sell |
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|
2016
Q1 | $93.7M | Buy |
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|
2015
Q4 | $89M | Buy |
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|
2015
Q3 | $73.1M | Sell |
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|
2015
Q2 | $98.3M | Buy |
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|
2015
Q1 | $88.4M | Buy |
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|
2014
Q4 | $79.7M | Buy |
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|
2014
Q3 | $65.6M | Buy |
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|
2014
Q2 | $45.1M | Buy |
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|
2014
Q1 | $34.9M | Buy |
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|
2013
Q4 | $27.7M | Buy |
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|
2013
Q3 | $857K | Sell |
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|
2013
Q2 | $19.1M | Buy |
|