Aspiriant LLC’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Aspiriant LLC’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.23M	Sell	9,618 -4,139	-30%	-$560K	0.04%	142
2025 Q4	$1.88M	Buy	13,757 +1,456	+12%	+$203K	0.05%	117
2025 Q3	$1.75M	Sell	12,301 -12,365	-50%	-$1.75M	0.05%	109
2025 Q2	$3.42M	Buy	24,666 +12,353	+100%	+$1.56M	0.11%	80
2025 Q1	$1.45M	Hold	12,313	–	–	0.05%	114
2024 Q4	$1.56M	Hold	12,313	–	–	0.06%	110
2024 Q3	$1.44M	Hold	12,313	–	–	0.05%	114
2024 Q2	$1.36M	Hold	12,313	–	–	0.06%	115
2024 Q1	$1.41M	Hold	12,313	–	–	0.06%	119
2023 Q4	$1.29M	Hold	12,313	–	–	0.06%	124
2023 Q3	$1.12M	Sell	12,313 -88	-0.7%	-$8.41K	0.06%	124
2023 Q2	$1.2M	Sell	12,401 -15	-0.1%	-$1.37K	0.06%	119
2023 Q1	$1.13M	Hold	12,416	–	–	0.06%	125
2022 Q4	$1.04M	Sell	12,416 -915	-7%	-$77K	0.05%	128
2022 Q3	$1.04M	Buy	13,331 +915	+7%	+$78.8K	0.05%	117
2022 Q2	$983K	Buy	12,416 +3,578	+40%	+$312K	0.05%	123
2022 Q1	$888K	Sell	8,838 -737	-8%	-$73.4K	0.05%	140
2021 Q4	$1.1M	Hold	9,575	–	–	0.06%	126
2021 Q3	$1.07M	Hold	9,575	–	–	0.06%	115
2021 Q2	$1.08M	Sell	9,575 -931	-9%	-$99.4K	0.06%	110
2021 Q1	$1.07M	Hold	10,506	–	–	0.07%	100
2020 Q4	$1.08M	Sell	10,506 -30	-0.3%	-$2.85K	0.07%	94
2020 Q3	$912K	Buy	10,536 +4,846	+85%	+$409K	0.07%	103
2020 Q2	$450K	Buy	5,690 +30	+0.5%	+$2.18K	0.04%	133
2020 Q1	$343K	Hold	5,660	–	–	0.03%	146
2019 Q4	$433K	Hold	5,660	–	–	0.04%	149
2019 Q3	$399K	Hold	5,660	–	–	0.04%	164
2019 Q2	$404K	Sell	5,660 -290	-5%	-$20.2K	0.03%	162
2019 Q1	$404K	Buy	5,950 +290	+5%	+$18.6K	0.03%	157
2018 Q4	$322K	Hold	5,660	–	–	0.02%	178
2018 Q3	$384K	Hold	5,660	–	–	0.03%	174
2018 Q2	$359K	Sell	5,660 -230	-4%	-$14.5K	0.03%	187
2018 Q1	$362K	Buy	+5,890	New	+$368K	0.03%	173
2017 Q4	–	Sell	-7,850	Closed	-$444K	–	130
2017 Q3	$444K	Hold	7,850	–	–	0.04%	145
2017 Q2	$424K	Sell	7,850 -24	-0.3%	-$1.28K	0.04%	150
2017 Q1	$409K	Hold	7,874	–	–	0.03%	156
2016 Q4	$383K	Hold	7,874	–	–	0.03%	149
2016 Q3	$383K	Sell	7,874 -2,600	-25%	-$126K	0.04%	151
2016 Q2	$507K	Buy	10,474 +1,286	+14%	+$59.5K	0.05%	138
2016 Q1	$423K	Buy	+9,188	New	+$397K	0.04%	141

Other funds holding IWP

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

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

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

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

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Aspiriant LLC's IWP Position: Q1 2026 in Review

Aspiriant LLC reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 30% in Q1 2026, selling an estimated $560K and leaving 9,618 shares worth $1.23M. The position accounts for 0.04% of the portfolio, ranked #142.

Aspiriant LLC first reported a position in IWP in Q1 2016 and has held it in 40 quarters since. The position peaked at $3.42M in Q2 2025. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Aspiriant LLC held 9,618 shares of iShares Russell Mid-Cap Growth ETF worth $1.23M as of Q1 2026.
Aspiriant LLC sold 4,139 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $560K.
iShares Russell Mid-Cap Growth ETF made up 0.04% of Aspiriant LLC's portfolio in Q1 2026, its #142 holding.
Aspiriant LLC first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2016 and has held it in 40 quarters since.
Aspiriant LLC's iShares Russell Mid-Cap Growth ETF position peaked at $3.42M in Q2 2025.
1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

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