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

Aspiriant LLC’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$7.26M	Buy	78,908 +39,454	+100%	+$3.63M	0.23%	50
2025 Q1	$3.36M	Hold	39,454	–	–	0.12%	71
2024 Q4	$3.49M	Buy	39,454 +3,075	+8%	+$272K	0.13%	69
2024 Q3	$3.21M	Hold	36,379	–	–	0.12%	73
2024 Q2	$2.95M	Sell	36,379 -176	-0.5%	-$14.3K	0.12%	76
2024 Q1	$3.07M	Sell	36,555 -1,820	-5%	-$153K	0.13%	75
2023 Q4	$2.98M	Hold	38,375	–	–	0.13%	72
2023 Q3	$2.66M	Sell	38,375 -89	-0.2%	-$6.16K	0.14%	74
2023 Q2	$2.81M	Sell	38,464 -188	-0.5%	-$13.7K	0.14%	72
2023 Q1	$2.7M	Sell	38,652 -84	-0.2%	-$5.87K	0.14%	75
2022 Q4	$2.61M	Sell	38,736 -162	-0.4%	-$10.9K	0.13%	73
2022 Q3	$2.42M	Sell	38,898 -2,348	-6%	-$146K	0.12%	73
2022 Q2	$2.67M	Buy	41,246 +1,087	+3%	+$70.3K	0.13%	71
2022 Q1	$3.14M	Sell	40,159 -584	-1%	-$45.6K	0.17%	66
2021 Q4	$3.38M	Buy	40,743 +4,045	+11%	+$336K	0.18%	64
2021 Q3	$2.87M	Sell	36,698 -1,711	-4%	-$134K	0.17%	65
2021 Q2	$3.04M	Buy	38,409 +206	+0.5%	+$16.3K	0.17%	60
2021 Q1	$2.82M	Sell	38,203 -243	-0.6%	-$18K	0.18%	55
2020 Q4	$2.64M	Buy	38,446 +748	+2%	+$51.3K	0.18%	55
2020 Q3	$2.16M	Sell	37,698 -909	-2%	-$52.1K	0.17%	66
2020 Q2	$2.07M	Sell	38,607 -5,020	-12%	-$269K	0.19%	54
2020 Q1	$1.88M	Sell	43,627 -1,697	-4%	-$73.2K	0.19%	51
2019 Q4	$2.7M	Hold	45,324	–	–	0.25%	49
2019 Q3	$2.53M	Sell	45,324 -5,024	-10%	-$281K	0.23%	65
2019 Q2	$2.81M	Sell	50,348 -903	-2%	-$50.4K	0.23%	65
2019 Q1	$2.76M	Sell	51,251 -8,999	-15%	-$485K	0.23%	68
2018 Q4	$2.8M	Sell	60,250 -4,310	-7%	-$200K	0.21%	67
2018 Q3	$3.56M	Sell	64,560 -800	-1%	-$44.1K	0.3%	54
2018 Q2	$3.47M	Sell	65,360 -2,092	-3%	-$111K	0.3%	56
2018 Q1	$3.48M	Buy	67,452 +52,672	+356%	+$2.72M	0.3%	52
2017 Q4	$769K	Sell	14,780 -64,052	-81%	-$3.33M	0.23%	40
2017 Q3	$3.89M	Sell	78,832 -11,180	-12%	-$551K	0.33%	47
2017 Q2	$4.32M	Sell	90,012 -3,040	-3%	-$146K	0.38%	45
2017 Q1	$4.35M	Sell	93,052 -2,232	-2%	-$104K	0.37%	46
2016 Q4	$4.26M	Sell	95,284 -2,000	-2%	-$89.4K	0.39%	38
2016 Q3	$4.24M	Sell	97,284 -7,472	-7%	-$326K	0.42%	37
2016 Q2	$4.45M	Sell	104,756 -1,000	-0.9%	-$42.5K	0.42%	38
2016 Q1	$4.31M	Buy	105,756 +83,936	+385%	+$3.42M	0.41%	39
2015 Q4	$874K	Buy	21,820 +4,144	+23%	+$166K	0.1%	46
2015 Q3	$687K	Buy	17,676 +676	+4%	+$26.3K	0.06%	60
2015 Q2	$724K	Hold	17,000	–	–	0.07%	59
2015 Q1	$736K	Hold	17,000	–	–	0.1%	49
2014 Q4	$710K	Hold	17,000	–	–	0.1%	49
2014 Q3	$673K	Hold	17,000	–	–	0.09%	45
2014 Q2	$691K	Hold	17,000	–	–	0.1%	55
2014 Q1	$658K	Hold	17,000	–	–	0.1%	61
2013 Q4	$637K	Buy	+17,000	New	+$637K	0.1%	52
2013 Q3	–	Sell	-17,000	Closed	-$552K	–	59
2013 Q2	$552K	Buy	+17,000	New	+$552K	0.09%	45