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Aspiriant LLC’s iShares Russell 1000 Value ETF IWD Stock Holding History

Aspiriant LLC’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.8M Sell
36,521
-120
-0.3% -$26.3K 0.22% 54
2025
Q4 		$7.71M Sell
36,641
-268
-0.7% -$55.4K 0.22% 57
2025
Q3 		$7.51M Buy
36,909
+1,089
+3% +$217K 0.23% 51
2025
Q2 		$6.96M Buy
35,820
+2,020
+6% +$374K 0.22% 53
2025
Q1 		$6.36M Hold
33,800
– – 0.22% 51
2024
Q4 		$6.26M Sell
33,800
-923
-3% -$177K 0.23% 51
2024
Q3 		$6.59M Buy
34,723
+467
+1% +$85.1K 0.25% 48
2024
Q2 		$5.98M Buy
34,256
+446
+1% +$78K 0.24% 49
2024
Q1 		$6.06M Buy
33,810
+123
+0.4% +$20.8K 0.25% 51
2023
Q4 		$5.57M Sell
33,687
-347
-1% -$53.6K 0.25% 50
2023
Q3 		$5.17M Sell
34,034
-193
-0.6% -$30.6K 0.26% 50
2023
Q2 		$5.4M Sell
34,227
-241
-0.7% -$36.8K 0.27% 49
2023
Q1 		$5.25M Sell
34,468
-2,208
-6% -$341K 0.27% 50
2022
Q4 		$5.56M Buy
36,676
+556
+2% +$83.2K 0.28% 49
2022
Q3 		$4.91M Sell
36,120
-246
-0.7% -$37K 0.24% 50
2022
Q2 		$5.27M Sell
36,366
-26
-0.1% -$4.07K 0.25% 50
2022
Q1 		$6.04M Sell
36,392
-5,104
-12% -$838K 0.33% 42
2021
Q4 		$6.97M Buy
41,496
+931
+2% +$153K 0.37% 37
2021
Q3 		$6.35M Sell
40,565
-3,854
-9% -$618K 0.37% 31
2021
Q2 		$7.05M Buy
44,419
+8,842
+25% +$1.4M 0.4% 30
2021
Q1 		$5.39M Sell
35,577
-357
-1% -$51.6K 0.34% 32
2020
Q4 		$4.91M Sell
35,934
-132
-0.4% -$16.9K 0.34% 32
2020
Q3 		$4.26M Sell
36,066
-12,663
-26% -$1.5M 0.33% 37
2020
Q2 		$5.49M Sell
48,729
-8,233
-14% -$905K 0.51% 28
2020
Q1 		$5.65M Buy
56,962
+554
+1% +$69K 0.56% 27
2019
Q4 		$7.7M Sell
56,408
-3,771
-6% -$497K 0.71% 27
2019
Q3 		$7.72M Buy
60,179
+1,911
+3% +$243K 0.69% 29
2019
Q2 		$7.41M Sell
58,268
-564
-1% -$70.6K 0.62% 32
2019
Q1 		$7.27M Sell
58,832
-23,554
-29% -$2.83M 0.59% 36
2018
Q4 		$9.15M Sell
82,386
-1,341
-2% -$161K 0.69% 31
2018
Q3 		$10.6M Sell
83,727
-42
-0.1% -$5.28K 0.91% 26
2018
Q2 		$10.2M Buy
83,769
+1,036
+1% +$126K 0.87% 29
2018
Q1 		$9.93M Buy
82,733
+57,605
+229% +$7.18M 0.87% 28
2017
Q4 		$3.12M Sell
25,128
-61,233
-71% -$7.42M 0.92% 24
2017
Q3 		$10.2M Buy
86,361
+9,915
+13% +$1.16M 0.86% 27
2017
Q2 		$8.9M Buy
76,446
+11,736
+18% +$1.35M 0.77% 29
2017
Q1 		$7.44M Sell
64,710
-3,762
-5% -$431K 0.63% 33
2016
Q4 		$7.67M Buy
68,472
+2,900
+4% +$313K 0.69% 26
2016
Q3 		$6.93M Sell
65,572
-1,112
-2% -$117K 0.69% 22
2016
Q2 		$6.88M Sell
66,684
-5,962
-8% -$602K 0.65% 23
2016
Q1 		$7.18M Sell
72,646
-2,597
-3% -$243K 0.69% 20
2015
Q4 		$7.36M Sell
75,243
-7,747
-9% -$769K 0.81% 19
2015
Q3 		$7.74M Buy
82,990
+6,297
+8% +$625K 0.64% 22
2015
Q2 		$7.91M Sell
76,693
-1,227
-2% -$129K 0.77% 14
2015
Q1 		$8.03M Buy
77,920
+891
+1% +$92.3K 1.04% 14
2014
Q4 		$8.04M Sell
77,029
-2,697
-3% -$275K 1.08% 14
2014
Q3 		$7.98M Buy
79,726
+4,777
+6% +$484K 1.11% 12
2014
Q2 		$7.59M Sell
74,949
-4,759
-6% -$467K 1.05% 12
2014
Q1 		$7.69M Buy
79,708
+22,274
+39% +$2.09M 1.11% 12
2013
Q4 		$5.41M Buy
57,434
+24,006
+72% +$2.18M 0.84% 12
2013
Q3 		$2.88M Sell
33,428
-38,150
-53% -$3.31M 0.52% 13
2013
Q2 		$6M Buy
+71,578
New +$5.96M 0.94% 13

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Aspiriant LLC's IWD Position: Q1 2026 in Review

Aspiriant LLC reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.33% in Q1 2026, selling an estimated $26.3K and leaving 36,521 shares worth $7.8M. The position accounts for 0.22% of the portfolio, ranked #54.

Aspiriant LLC first reported a position in IWD in Q2 2013 and has held it in 52 quarters since. The position peaked at $10.6M in Q3 2018. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Aspiriant LLC held 36,521 shares of iShares Russell 1000 Value ETF worth $7.8M as of Q1 2026.
  • Aspiriant LLC sold 120 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $26.3K.
  • iShares Russell 1000 Value ETF made up 0.22% of Aspiriant LLC's portfolio in Q1 2026, its #54 holding.
  • Aspiriant LLC first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and has held it in 52 quarters since.
  • Aspiriant LLC's iShares Russell 1000 Value ETF position peaked at $10.6M in Q3 2018.
  • 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

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