Aspiriant LLC’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Aspiriant LLC’s Portfolio IWO Stock Details IWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.14M	Sell	3,634 -132	-4%	-$43.9K	0.03%	147
2025 Q4	$1.22M	Buy	3,766 +320	+9%	+$104K	0.03%	148
2025 Q3	$1.1M	Sell	3,446 -58	-2%	-$17.5K	0.03%	139
2025 Q2	$1M	Buy	3,504 +18	+0.5%	+$4.74K	0.03%	147
2025 Q1	$891K	Hold	3,486	–	–	0.03%	146
2024 Q4	$1M	Buy	3,486 +14	+0.4%	+$4.14K	0.04%	143
2024 Q3	$986K	Buy	3,472 +20	+0.6%	+$5.48K	0.04%	147
2024 Q2	$906K	Buy	3,452 +448	+15%	+$116K	0.04%	146
2024 Q1	$813K	Hold	3,004	–	–	0.03%	156
2023 Q4	$758K	Buy	3,004 +30	+1%	+$6.76K	0.03%	161
2023 Q3	$667K	Sell	2,974 -49	-2%	-$11.7K	0.03%	159
2023 Q2	$734K	Buy	3,023 +102	+3%	+$23.4K	0.04%	156
2023 Q1	$663K	Hold	2,921	–	–	0.03%	157
2022 Q4	$627K	Buy	2,921 +91	+3%	+$19.9K	0.03%	163
2022 Q3	$583K	Hold	2,830	–	–	0.03%	156
2022 Q2	$582K	Buy	2,830 +144	+5%	+$32.1K	0.03%	155
2022 Q1	$687K	Buy	2,686 +216	+9%	+$55.3K	0.04%	153
2021 Q4	$723K	Hold	2,470	–	–	0.04%	160
2021 Q3	$725K	Hold	2,470	–	–	0.04%	137
2021 Q2	$770K	Hold	2,470	–	–	0.04%	132
2021 Q1	$742K	Hold	2,470	–	–	0.05%	123
2020 Q4	$708K	Hold	2,470	–	–	0.05%	131
2020 Q3	$547K	Hold	2,470	–	–	0.04%	145
2020 Q2	$511K	Sell	2,470 -5,025	-67%	-$940K	0.05%	127
2020 Q1	$1.19M	Buy	7,495 +5,025	+203%	+$998K	0.12%	69
2019 Q4	$530K	Hold	2,470	–	–	0.05%	132
2019 Q3	$476K	Hold	2,470	–	–	0.04%	151
2019 Q2	$497K	Hold	2,470	–	–	0.04%	150
2019 Q1	$486K	Hold	2,470	–	–	0.04%	146
2018 Q4	$415K	Hold	2,470	–	–	0.03%	153
2018 Q3	$531K	Hold	2,470	–	–	0.05%	150
2018 Q2	$505K	Buy	+2,470	New	+$494K	0.04%	158
2017 Q2	–	Sell	-1,415	Closed	-$229K	–	221
2017 Q1	$229K	Buy	+1,415	New	+$225K	0.02%	194
2016 Q1	–	Sell	-1,590	Closed	-$221K	–	171
2015 Q4	$221K	Sell	1,590 -2,130	-57%	-$302K	0.02%	74
2015 Q3	$498K	Sell	3,720 -434	-10%	-$64.3K	0.04%	70
2015 Q2	$642K	Sell	4,154 -1,777	-30%	-$272K	0.06%	62
2015 Q1	$899K	Sell	5,931 -851	-13%	-$124K	0.12%	43
2014 Q4	$966K	Hold	6,782	–	–	0.13%	38
2014 Q3	$880K	Sell	6,782 -430	-6%	-$57.6K	0.12%	38
2014 Q2	$998K	Hold	7,212	–	–	0.14%	45
2014 Q1	$981K	Sell	7,212 -727	-9%	-$99.4K	0.14%	51
2013 Q4	$1.08M	Buy	+7,939	New	+$1.03M	0.17%	39
2013 Q3	–	Sell	-7,939	Closed	-$885K	–	58
2013 Q2	$885K	Buy	+7,939	New	+$867K	0.14%	35

Other funds holding IWO

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

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

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

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

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Aspiriant LLC's IWO Position: Q1 2026 in Review

Aspiriant LLC reduced its iShares Russell 2000 Growth ETF (IWO) stake by 3.5% in Q1 2026, selling an estimated $43.9K and leaving 3,634 shares worth $1.14M. The position accounts for 0.03% of the portfolio, ranked #147.

Aspiriant LLC first reported a position in IWO in Q2 2013 and has held it in 43 quarters since. The position peaked at $1.22M in Q4 2025. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

Aspiriant LLC held 3,634 shares of iShares Russell 2000 Growth ETF worth $1.14M as of Q1 2026.
Aspiriant LLC sold 132 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $43.9K.
iShares Russell 2000 Growth ETF made up 0.03% of Aspiriant LLC's portfolio in Q1 2026, its #147 holding.
Aspiriant LLC first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 43 quarters since.
Aspiriant LLC's iShares Russell 2000 Growth ETF position peaked at $1.22M in Q4 2025.
1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

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