Aspiriant LLC’s iShares Russell 2000 Value ETF IWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $15M | Sell |
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|
2025
Q2 | $13.4M | Sell |
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|
2025
Q1 | $13M | Buy |
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|
2024
Q4 | $14.1M | Buy |
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|
2024
Q3 | $14.1M | Sell |
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|
2024
Q2 | $13.6M | Sell |
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|
2024
Q1 | $14.5M | Sell |
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|
2023
Q4 | $14.7M | Sell |
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|
2023
Q3 | $12.9M | Sell |
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|
2023
Q2 | $13.7M | Buy |
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|
2023
Q1 | $13.2M | Sell |
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|
2022
Q4 | $13.5M | Sell |
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|
2022
Q3 | $13M | Sell |
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|
2022
Q2 | $14.5M | Sell |
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|
2022
Q1 | $17.5M | Sell |
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|
2021
Q4 | $18.1M | Sell |
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|
2021
Q3 | $17.8M | Sell |
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|
2021
Q2 | $21.8M | Buy |
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|
2021
Q1 | $17M | Sell |
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|
2020
Q4 | $14.3M | Buy |
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|
2020
Q3 | $10.3M | Sell |
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|
2020
Q2 | $10.5M | Buy |
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|
2020
Q1 | $1.83M | Buy |
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|
2019
Q4 | $1.22M | Buy |
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|
2019
Q3 | $895K | Sell |
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|
2019
Q2 | $1.1M | Sell |
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|
2019
Q1 | $1.17M | Sell |
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|
2018
Q4 | $1.74M | Buy |
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|
2018
Q3 | $1.55M | Buy |
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|
2018
Q2 | $1.54M | Sell |
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|
2018
Q1 | $1.49M | Buy |
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|
2017
Q4 | $299K | Sell |
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|
2017
Q3 | $1.75M | Sell |
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|
2017
Q2 | $2.23M | Sell |
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|
2017
Q1 | $2.35M | Sell |
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|
2016
Q4 | $2.67M | Sell |
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|
2016
Q3 | $2.41M | Sell |
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|
2016
Q2 | $2.54M | Sell |
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|
2016
Q1 | $2.62M | Sell |
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|
2015
Q4 | $2.79M | Buy |
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|
2015
Q3 | $753K | Sell |
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|
2015
Q2 | $887K | Sell |
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|
2015
Q1 | $995K | Sell |
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|
2014
Q4 | $1.07M | Sell |
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|
2014
Q3 | $1.59M | Sell |
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|
2014
Q2 | $2.61M | Sell |
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|
2014
Q1 | $2.57M | Buy |
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|
2013
Q4 | $2.53M | Buy |
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|
2013
Q3 | $1.79M | Sell |
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|
2013
Q2 | $1.87M | Buy |
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