AL
IWM icon

Aspiriant LLC’s iShares Russell 2000 ETF IWM Stock Holding History

Aspiriant LLC’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.5M Sell
54,901
-829
-1% -$233K 0.41% 36
2026
Q1 		$13.8M Buy
55,730
+1,302
+2% +$336K 0.39% 37
2025
Q4 		$13.4M Buy
54,428
+8,186
+18% +$2.01M 0.38% 37
2025
Q3 		$11.2M Sell
46,242
-216
-0.5% -$49.6K 0.34% 38
2025
Q2 		$10M Sell
46,458
-404
-0.9% -$81.3K 0.32% 39
2025
Q1 		$9.35M Buy
46,862
+20
+0% +$4.34K 0.32% 38
2024
Q4 		$10.4M Buy
46,842
+70
+0.1% +$16K 0.37% 35
2024
Q3 		$10.3M Buy
46,772
+1,968
+4% +$421K 0.39% 35
2024
Q2 		$9.09M Sell
44,804
-1,678
-4% -$339K 0.37% 38
2024
Q1 		$9.78M Sell
46,482
-623
-1% -$124K 0.4% 35
2023
Q4 		$9.46M Sell
47,105
-565
-1% -$101K 0.43% 35
2023
Q3 		$8.43M Sell
47,670
-1,495
-3% -$281K 0.43% 35
2023
Q2 		$9.21M Sell
49,165
-247
-0.5% -$44K 0.47% 32
2023
Q1 		$8.82M Sell
49,412
-3,501
-7% -$645K 0.46% 32
2022
Q4 		$9.23M Buy
52,913
+364
+0.7% +$64.7K 0.47% 32
2022
Q3 		$8.66M Sell
52,549
-1,990
-4% -$363K 0.42% 31
2022
Q2 		$9.24M Buy
54,539
+289
+0.5% +$53.3K 0.45% 30
2022
Q1 		$11.1M Sell
54,250
-1,224
-2% -$250K 0.61% 23
2021
Q4 		$12.3M Buy
55,474
+2,351
+4% +$531K 0.66% 23
2021
Q3 		$11.6M Sell
53,123
-2,471
-4% -$548K 0.68% 23
2021
Q2 		$12.8M Buy
55,594
+4,796
+9% +$1.08M 0.72% 22
2021
Q1 		$11.2M Buy
50,798
+377
+0.7% +$82.3K 0.72% 23
2020
Q4 		$9.88M Sell
50,421
-4,828
-9% -$845K 0.67% 22
2020
Q3 		$8.27M Buy
55,249
+149
+0.3% +$22.4K 0.65% 23
2020
Q2 		$7.89M Sell
55,100
-23,886
-30% -$3.13M 0.73% 24
2020
Q1 		$9.05M Buy
78,986
+2,281
+3% +$340K 0.89% 22
2019
Q4 		$12.7M Sell
76,705
-41,400
-35% -$6.54M 1.18% 20
2019
Q3 		$17.9M Sell
118,105
-689
-0.6% -$105K 1.6% 17
2019
Q2 		$18.5M Sell
118,794
-3,895
-3% -$600K 1.54% 15
2019
Q1 		$18.8M Buy
122,689
+9,408
+8% +$1.41M 1.53% 16
2018
Q4 		$15.2M Sell
113,281
-230
-0.2% -$34.3K 1.15% 23
2018
Q3 		$19.1M Sell
113,511
-11,444
-9% -$1.93M 1.64% 15
2018
Q2 		$20.5M Sell
124,955
-8,414
-6% -$1.35M 1.75% 14
2018
Q1 		$20.2M Buy
133,369
+105,151
+373% +$16.2M 1.77% 17
2017
Q4 		$4.3M Sell
28,218
-140,268
-83% -$21.1M 1.26% 19
2017
Q3 		$25M Buy
168,486
+82,054
+95% +$11.5M 2.09% 13
2017
Q2 		$12.2M Sell
86,432
-48,464
-36% -$6.71M 1.06% 23
2017
Q1 		$9.27M Buy
134,896
+37,942
+39% +$5.18M 0.79% 31
2016
Q4 		$2.86M Buy
96,954
+88,793
+1,088% +$11.3M 0.26% 56
2016
Q3 		$1.01M Sell
8,161
-174
-2% -$21.1K 0.1% 106
2016
Q2 		$958K Sell
8,335
-11,653
-58% -$1.31M 0.09% 107
2016
Q1 		$2.21M Buy
19,988
+10,930
+121% +$1.13M 0.21% 68
2015
Q4 		$1.02M Sell
9,058
-134
-1% -$15.5K 0.11% 44
2015
Q3 		$1M Sell
9,192
-498
-5% -$59K 0.08% 55
2015
Q2 		$1.21M Buy
9,690
+22
+0.2% +$2.75K 0.12% 42
2015
Q1 		$1.2M Sell
9,668
-778
-7% -$93.8K 0.16% 35
2014
Q4 		$1.25M Sell
10,446
-6,628
-39% -$758K 0.17% 33
2014
Q3 		$1.87M Sell
17,074
-2,096
-11% -$240K 0.26% 24
2014
Q2 		$2.28M Sell
19,170
-1,104
-5% -$125K 0.31% 24
2014
Q1 		$2.36M Sell
20,274
-263
-1% -$30.3K 0.34% 24
2013
Q4 		$2.37M Buy
20,537
+12,157
+145% +$1.34M 0.37% 23
2013
Q3 		$893K Sell
8,380
-6,694
-44% -$693K 0.16% 26
2013
Q2 		$1.46M Buy
+15,074
New +$1.44M 0.23% 26

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Aspiriant LLC's IWM Position: Q2 2026 in Review

Aspiriant LLC reduced its iShares Russell 2000 ETF (IWM) stake by 1.5% in Q2 2026, selling an estimated $233K and leaving 54,901 shares worth $16.5M. The position accounts for 0.41% of the portfolio, ranked #36.

Aspiriant LLC first reported a position in IWM in Q2 2013 and has held it in 53 quarters since. The position peaked at $25M in Q3 2017. 2,724 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Aspiriant LLC held 54,901 shares of iShares Russell 2000 ETF worth $16.5M as of Q2 2026.
  • Aspiriant LLC sold 829 iShares Russell 2000 ETF shares in Q2 2026, an estimated $233K.
  • iShares Russell 2000 ETF made up 0.41% of Aspiriant LLC's portfolio in Q2 2026, its #36 holding.
  • Aspiriant LLC first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 53 quarters since.
  • Aspiriant LLC's iShares Russell 2000 ETF position peaked at $25M in Q3 2017.
  • 2,724 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Aspiriant LLC's 13F filing for Q2 2026, filed 20 Jul 2026.