Aspiriant LLC’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Aspiriant LLC’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.66M	Sell	24,980 -5,784	-19%	-$657K	0.08%	95
2025 Q4	$3.64M	Buy	30,764 +480	+2%	+$56.9K	0.1%	86
2025 Q3	$3.55M	Sell	30,284 -9,700	-24%	-$1.08M	0.11%	80
2025 Q2	$4.24M	Buy	39,984 +452	+1%	+$43.2K	0.13%	70
2025 Q1	$3.57M	Hold	39,532	–	–	0.12%	65
2024 Q4	$3.97M	Buy	39,532 +564	+1%	+$55.5K	0.14%	63
2024 Q3	$3.66M	Buy	38,968 +5,048	+15%	+$458K	0.14%	68
2024 Q2	$3.09M	Buy	33,920 +712	+2%	+$60.8K	0.13%	72
2024 Q1	$2.8M	Sell	33,208 -140	-0.4%	-$11.3K	0.12%	80
2023 Q4	$2.53M	Sell	33,348 -424	-1%	-$30K	0.11%	81
2023 Q3	$2.25M	Sell	33,772 -976	-3%	-$67.4K	0.11%	84
2023 Q2	$2.39M	Buy	34,748 +436	+1%	+$27.7K	0.12%	83
2023 Q1	$2.1M	Buy	34,312 +900	+3%	+$51.9K	0.11%	86
2022 Q4	$1.79M	Sell	33,412 -1,688	-5%	-$92.9K	0.09%	93
2022 Q3	$1.85M	Buy	35,100 +1,488	+4%	+$87.5K	0.09%	87
2022 Q2	$1.84M	Buy	33,612 +132	+0.4%	+$7.92K	0.09%	86
2022 Q1	$2.32M	Sell	33,480 -2,436	-7%	-$166K	0.13%	80
2021 Q4	$2.74M	Buy	35,916 +1,280	+4%	+$94.9K	0.15%	76
2021 Q3	$2.37M	Hold	34,636	–	–	0.14%	71
2021 Q2	$2.35M	Buy	34,636 +7,224	+26%	+$466K	0.13%	69
2021 Q1	$1.67M	Sell	27,412 -368	-1%	-$22.4K	0.11%	72
2020 Q4	$1.67M	Sell	27,780 -440	-2%	-$25K	0.11%	74
2020 Q3	$1.53M	Sell	28,220 -1,224	-4%	-$64.5K	0.12%	80
2020 Q2	$1.41M	Sell	29,444 -2,004	-6%	-$88.3K	0.13%	66
2020 Q1	$1.18M	Sell	31,448 -1,464	-4%	-$63.1K	0.12%	70
2019 Q4	$1.45M	Sell	32,912 -2,752	-8%	-$115K	0.13%	70
2019 Q3	$1.42M	Buy	35,664 +2,916	+9%	+$117K	0.13%	83
2019 Q2	$1.29M	Sell	32,748 -832	-2%	-$32.2K	0.11%	92
2019 Q1	$1.27M	Hold	33,580	–	–	0.1%	94
2018 Q4	$1.1M	Sell	33,580 -6,420	-16%	-$226K	0.08%	100
2018 Q3	$1.56M	Buy	40,000 +9,064	+29%	+$343K	0.13%	90
2018 Q2	$1.11M	Sell	30,936 -7,708	-20%	-$272K	0.1%	101
2018 Q1	$1.31M	Buy	38,644 +28,860	+295%	+$1.01M	0.11%	91
2017 Q4	$329K	Sell	9,784 -48,296	-83%	-$1.58M	0.1%	60
2017 Q3	$1.82M	Sell	58,080 -8,056	-12%	-$247K	0.15%	81
2017 Q2	$1.97M	Sell	66,136 -4,092	-6%	-$120K	0.17%	80
2017 Q1	$2M	Sell	70,228 -23,084	-25%	-$640K	0.17%	83
2016 Q4	$2.45M	Sell	93,312 -27,400	-23%	-$711K	0.22%	68
2016 Q3	$3.14M	Sell	120,712 -33,128	-22%	-$861K	0.31%	48
2016 Q2	$3.86M	Sell	153,840 -38,984	-20%	-$973K	0.36%	45
2016 Q1	$4.81M	Buy	192,824 +23,788	+14%	+$562K	0.46%	35
2015 Q4	$4.2M	Buy	169,036 +84,140	+99%	+$2.1M	0.46%	24
2015 Q3	$1.97M	Buy	84,896 +1,172	+1%	+$28.8K	0.16%	39
2015 Q2	$2.07M	Buy	83,724 +56	+0.1%	+$1.41K	0.2%	27
2015 Q1	$2.07M	Sell	83,668 -5,464	-6%	-$133K	0.27%	27
2014 Q4	$2.13M	Sell	89,132 -23,104	-21%	-$541K	0.28%	27
2014 Q3	$2.57M	Buy	112,236 +3,980	+4%	+$91.2K	0.36%	19
2014 Q2	$2.46M	Sell	108,256 -1,300	-1%	-$28.5K	0.34%	22
2014 Q1	$2.37M	Buy	109,556 +20,456	+23%	+$439K	0.34%	23
2013 Q4	$1.92M	Buy	89,100 +72,600	+440%	+$1.49M	0.3%	26
2013 Q3	$323K	Sell	16,500 -95,448	-85%	-$1.83M	0.06%	45
2013 Q2	$2.04M	Buy	+111,948	New	+$2.05M	0.32%	20

Other funds holding IWF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Aspiriant LLC's IWF Position: Q1 2026 in Review

Aspiriant LLC reduced its iShares Russell 1000 Growth ETF (IWF) stake by 19% in Q1 2026, selling an estimated $657K and leaving 24,980 shares worth $2.66M. The position accounts for 0.08% of the portfolio, ranked #95.

Aspiriant LLC first reported a position in IWF in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.81M in Q1 2016. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Aspiriant LLC held 24,980 shares of iShares Russell 1000 Growth ETF worth $2.66M as of Q1 2026.
Aspiriant LLC sold 5,784 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $657K.
iShares Russell 1000 Growth ETF made up 0.08% of Aspiriant LLC's portfolio in Q1 2026, its #95 holding.
Aspiriant LLC first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 52 quarters since.
Aspiriant LLC's iShares Russell 1000 Growth ETF position peaked at $4.81M in Q1 2016.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

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