Aspiriant LLC’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.75M | Sell |
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|
2025
Q2 | $3.42M | Buy |
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|
2025
Q1 | $1.45M | Hold |
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|
2024
Q4 | $1.56M | Hold |
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|
2024
Q3 | $1.44M | Hold |
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|
2024
Q2 | $1.36M | Hold |
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|
2024
Q1 | $1.41M | Hold |
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|
2023
Q4 | $1.29M | Hold |
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|
2023
Q3 | $1.12M | Sell |
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|
2023
Q2 | $1.2M | Sell |
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|
2023
Q1 | $1.13M | Hold |
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|
2022
Q4 | $1.04M | Sell |
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|
2022
Q3 | $1.04M | Buy |
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|
2022
Q2 | $983K | Buy |
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|
2022
Q1 | $888K | Sell |
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|
2021
Q4 | $1.1M | Hold |
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|
2021
Q3 | $1.07M | Hold |
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|
2021
Q2 | $1.08M | Sell |
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|
2021
Q1 | $1.07M | Hold |
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|
2020
Q4 | $1.08M | Sell |
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|
2020
Q3 | $912K | Buy |
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|
2020
Q2 | $450K | Buy |
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|
2020
Q1 | $343K | Hold |
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|
2019
Q4 | $433K | Hold |
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|
2019
Q3 | $399K | Hold |
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|
2019
Q2 | $404K | Sell |
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|
2019
Q1 | $404K | Buy |
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|
2018
Q4 | $322K | Hold |
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|
2018
Q3 | $384K | Hold |
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|
2018
Q2 | $359K | Sell |
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|
2018
Q1 | $362K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $444K | Hold |
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|
2017
Q2 | $424K | Sell |
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|
2017
Q1 | $409K | Hold |
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|
2016
Q4 | $383K | Hold |
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|
2016
Q3 | $383K | Sell |
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|
2016
Q2 | $507K | Buy |
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|
2016
Q1 | $423K | Buy |
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