Aspiriant LLC’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.1M | Sell |
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|
2025
Q2 | $1M | Buy |
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|
2025
Q1 | $891K | Hold |
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|
2024
Q4 | $1M | Buy |
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|
2024
Q3 | $986K | Buy |
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|
2024
Q2 | $906K | Buy |
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|
2024
Q1 | $813K | Hold |
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|
2023
Q4 | $758K | Buy |
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|
2023
Q3 | $667K | Sell |
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|
2023
Q2 | $734K | Buy |
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|
2023
Q1 | $663K | Hold |
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|
2022
Q4 | $627K | Buy |
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|
2022
Q3 | $583K | Hold |
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|
2022
Q2 | $582K | Buy |
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|
2022
Q1 | $687K | Buy |
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|
2021
Q4 | $723K | Hold |
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|
2021
Q3 | $725K | Hold |
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|
2021
Q2 | $770K | Hold |
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|
2021
Q1 | $742K | Hold |
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|
2020
Q4 | $708K | Hold |
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|
2020
Q3 | $547K | Hold |
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|
2020
Q2 | $511K | Sell |
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|
2020
Q1 | $1.19M | Buy |
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|
2019
Q4 | $530K | Hold |
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|
2019
Q3 | $476K | Hold |
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|
2019
Q2 | $497K | Hold |
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|
2019
Q1 | $486K | Hold |
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|
2018
Q4 | $415K | Hold |
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|
2018
Q3 | $531K | Hold |
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|
2018
Q2 | $505K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $229K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $221K | Sell |
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|
2015
Q3 | $498K | Sell |
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|
2015
Q2 | $642K | Sell |
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|
2015
Q1 | $899K | Sell |
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|
2014
Q4 | $966K | Hold |
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|
2014
Q3 | $880K | Sell |
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|
2014
Q2 | $998K | Hold |
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|
2014
Q1 | $981K | Sell |
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|
2013
Q4 | $1.08M | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $885K | Buy |
|