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Aspiriant LLC’s iShares Russell 1000 ETF IWB Stock Holding History

Aspiriant LLC’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$40.2M Sell
112,708
-1,620
-1% -$604K 1.14% 12
2025
Q4 		$42.7M Buy
114,328
+2,260
+2% +$837K 1.23% 12
2025
Q3 		$41M Sell
112,068
-604
-0.5% -$213K 1.25% 12
2025
Q2 		$38.3M Buy
112,672
+41,067
+57% +$12.9M 1.22% 13
2025
Q1 		$22M Buy
71,605
+2,679
+4% +$866K 0.76% 18
2024
Q4 		$22.2M Buy
68,926
+1,062
+2% +$344K 0.8% 18
2024
Q3 		$21.3M Buy
67,864
+134
+0.2% +$40.6K 0.81% 19
2024
Q2 		$20.2M Sell
67,730
-385
-0.6% -$111K 0.82% 22
2024
Q1 		$19.6M Sell
68,115
-240
-0.4% -$65.8K 0.81% 22
2023
Q4 		$17.9M Sell
68,355
-774
-1% -$190K 0.81% 24
2023
Q3 		$16.2M Sell
69,129
-648
-0.9% -$159K 0.83% 21
2023
Q2 		$17M Sell
69,777
-2,286
-3% -$526K 0.86% 20
2023
Q1 		$16.2M Sell
72,063
-491
-0.7% -$108K 0.85% 20
2022
Q4 		$15.3M Sell
72,554
-1,603
-2% -$339K 0.78% 22
2022
Q3 		$14.6M Sell
74,157
-10,225
-12% -$2.24M 0.72% 24
2022
Q2 		$17.5M Buy
84,382
+7,126
+9% +$1.61M 0.85% 21
2022
Q1 		$19.3M Sell
77,256
-718
-0.9% -$177K 1.06% 16
2021
Q4 		$20.6M Sell
77,974
-763
-1% -$196K 1.1% 15
2021
Q3 		$19M Sell
78,737
-343
-0.4% -$85.3K 1.12% 16
2021
Q2 		$19.1M Buy
79,080
+5,181
+7% +$1.22M 1.08% 17
2021
Q1 		$16.5M Sell
73,899
-498
-0.7% -$109K 1.06% 19
2020
Q4 		$15.8M Sell
74,397
-606
-0.8% -$121K 1.08% 17
2020
Q3 		$14M Sell
75,003
-13,105
-15% -$2.42M 1.1% 18
2020
Q2 		$15.1M Sell
88,108
-417
-0.5% -$67.5K 1.4% 14
2020
Q1 		$12.5M Buy
88,525
+7,721
+10% +$1.31M 1.23% 18
2019
Q4 		$14.4M Sell
80,804
-4,346
-5% -$742K 1.33% 16
2019
Q3 		$14M Sell
85,150
-356
-0.4% -$58.4K 1.26% 19
2019
Q2 		$13.9M Sell
85,506
-506
-0.6% -$81K 1.16% 19
2019
Q1 		$13.5M Sell
86,012
-11,891
-12% -$1.8M 1.11% 20
2018
Q4 		$13.6M Buy
97,903
+1,838
+2% +$275K 1.03% 24
2018
Q3 		$15.5M Sell
96,065
-6,149
-6% -$976K 1.33% 18
2018
Q2 		$15.5M Buy
102,214
+314
+0.3% +$47.3K 1.33% 20
2018
Q1 		$15M Buy
101,900
+38,797
+61% +$5.89M 1.31% 20
2017
Q4 		$9.38M Sell
63,103
-63,918
-50% -$9.26M 2.75% 13
2017
Q3 		$17.8M Sell
127,021
-8,921
-7% -$1.22M 1.49% 21
2017
Q2 		$18.4M Sell
135,942
-167,075
-55% -$22.3M 1.6% 19
2017
Q1 		$20.1M Sell
303,017
-25,737
-8% -$3.33M 1.72% 18
2016
Q4 		$20.1M Buy
328,754
+193,696
+143% +$23.6M 1.82% 17
2016
Q3 		$16.3M Sell
135,058
-18,544
-12% -$2.23M 1.62% 13
2016
Q2 		$18M Sell
153,602
-6,106
-4% -$704K 1.7% 13
2016
Q1 		$18.2M Sell
159,708
-11,415
-7% -$1.23M 1.74% 13
2015
Q4 		$19.4M Sell
171,123
-2,028
-1% -$232K 2.13% 14
2015
Q3 		$18.5M Sell
173,151
-1,060
-0.6% -$120K 1.54% 16
2015
Q2 		$20.2M Buy
174,211
+4,921
+3% +$580K 1.97% 13
2015
Q1 		$19.6M Buy
169,290
+4,537
+3% +$524K 2.54% 10
2014
Q4 		$18.9M Buy
164,753
+1,317
+0.8% +$148K 2.53% 10
2014
Q3 		$18M Sell
163,436
-7,981
-5% -$882K 2.51% 9
2014
Q2 		$18.9M Sell
171,417
-265
-0.2% -$28.2K 2.6% 9
2014
Q1 		$18M Buy
171,682
+2,202
+1% +$227K 2.61% 10
2013
Q4 		$17.5M Buy
169,480
+79,538
+88% +$7.87M 2.72% 10
2013
Q3 		$8.47M Sell
89,942
-52,178
-37% -$4.88M 1.52% 9
2013
Q2 		$12.8M Buy
+142,120
New +$12.7M 2.01% 12

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Aspiriant LLC's IWB Position: Q1 2026 in Review

Aspiriant LLC reduced its iShares Russell 1000 ETF (IWB) stake by 1.4% in Q1 2026, selling an estimated $604K and leaving 112,708 shares worth $40.2M. The position accounts for 1.14% of the portfolio, ranked #12.

Aspiriant LLC first reported a position in IWB in Q2 2013 and has held it in 52 quarters since. The position peaked at $42.7M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Aspiriant LLC held 112,708 shares of iShares Russell 1000 ETF worth $40.2M as of Q1 2026.
  • Aspiriant LLC sold 1,620 iShares Russell 1000 ETF shares in Q1 2026, an estimated $604K.
  • iShares Russell 1000 ETF made up 1.14% of Aspiriant LLC's portfolio in Q1 2026, its #12 holding.
  • Aspiriant LLC first reported a position in iShares Russell 1000 ETF in Q2 2013 and has held it in 52 quarters since.
  • Aspiriant LLC's iShares Russell 1000 ETF position peaked at $42.7M in Q4 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

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