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Aspiriant LLC’s iShares S&P 500 Growth ETF IVW Stock Holding History

Aspiriant LLC’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,570
Closed -$283K – 305
2025
Q2 		$283K Buy
+2,570
New +$254K 0.01% 265
2024
Q3 		– Sell
-10,788
Closed -$998K – 298
2024
Q2 		$998K Buy
10,788
+3,600
+50% +$310K 0.04% 139
2024
Q1 		$607K Sell
7,188
-388
-5% -$31.2K 0.03% 179
2023
Q4 		$569K Hold
7,576
– – 0.03% 180
2023
Q3 		$518K Buy
7,576
+947
+14% +$67K 0.03% 176
2023
Q2 		$467K Buy
+6,629
New +$438K 0.02% 184
2023
Q1 		– Sell
-3,797
Closed -$222K – 286
2022
Q4 		$222K Buy
+3,797
New +$228K 0.01% 248
2022
Q2 		– Sell
-3,620
Closed -$277K – 283
2022
Q1 		$277K Hold
3,620
– – 0.02% 233
2021
Q4 		$303K Hold
3,620
– – 0.02% 228
2021
Q3 		$267K Hold
3,620
– – 0.02% 203
2021
Q2 		$263K Sell
3,620
-140
-4% -$9.69K 0.01% 210
2021
Q1 		$245K Sell
3,760
-3,460
-48% -$224K 0.02% 187
2020
Q4 		$461K Hold
7,220
– – 0.03% 148
2020
Q3 		$417K Hold
7,220
– – 0.03% 162
2020
Q2 		$375K Hold
7,220
– – 0.03% 148
2020
Q1 		$298K Hold
7,220
– – 0.03% 158
2019
Q4 		$350K Buy
7,220
+2,120
+42% +$98.3K 0.03% 160
2019
Q3 		$230K Hold
5,100
– – 0.02% 200
2019
Q2 		$229K Buy
5,100
+420
+9% +$18.5K 0.02% 204
2019
Q1 		$202K Buy
+4,680
New +$192K 0.02% 222
2018
Q4 		– Sell
-5,284
Closed -$234K – 241
2018
Q3 		$234K Hold
5,284
– – 0.02% 214
2018
Q2 		$215K Hold
5,284
– – 0.02% 236
2018
Q1 		$205K Buy
+5,284
New +$211K 0.02% 228
2017
Q3 		– Sell
-6,480
Closed -$222K – 211
2017
Q2 		$222K Buy
+6,480
New +$220K 0.02% 192

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Aspiriant LLC's IVW Position: Q3 2025 in Review

Aspiriant LLC sold out of iShares S&P 500 Growth ETF (IVW) in Q3 2025, closing a stake of 2,570 shares — an estimated $283K sold.

Aspiriant LLC first reported a position in IVW in Q2 2017 and held it in 24 quarters. The position peaked at $998K in Q2 2024. 1,938 funds tracked by Wall St. Rank hold IVW as of Q3 2025.

  • Aspiriant LLC reported no remaining iShares S&P 500 Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Aspiriant LLC sold 2,570 iShares S&P 500 Growth ETF shares in Q3 2025, an estimated $283K.
  • Aspiriant LLC first reported a position in iShares S&P 500 Growth ETF in Q2 2017 and held it in 24 quarters.
  • Aspiriant LLC's iShares S&P 500 Growth ETF position peaked at $998K in Q2 2024.
  • 1,938 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2025.

Based on Aspiriant LLC's 13F filing for Q3 2025, filed 24 Oct 2025.