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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.59M	Sell	36,928 -2,397	-6%	-$239K	0.1%	85
2025 Q4	$3.79M	Buy	39,325 +14	+0%	+$1.35K	0.11%	83
2025 Q3	$3.8M	Sell	39,311 -39,597	-50%	-$3.75M	0.12%	77
2025 Q2	$7.26M	Buy	78,908 +39,454	+100%	+$3.41M	0.23%	50
2025 Q1	$3.36M	Hold	39,454	–	–	0.12%	71
2024 Q4	$3.49M	Buy	39,454 +3,075	+8%	+$279K	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%	-$144K	0.13%	75
2023 Q4	$2.98M	Hold	38,375	–	–	0.13%	72
2023 Q3	$2.66M	Sell	38,375 -89	-0.2%	-$6.49K	0.14%	74
2023 Q2	$2.81M	Sell	38,464 -188	-0.5%	-$13.1K	0.14%	72
2023 Q1	$2.7M	Sell	38,652 -84	-0.2%	-$5.93K	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%	-$162K	0.12%	73
2022 Q2	$2.67M	Buy	41,246 +1,087	+3%	+$77.4K	0.13%	71
2022 Q1	$3.13M	Sell	40,159 -584	-1%	-$45K	0.17%	66
2021 Q4	$3.38M	Buy	40,743 +4,045	+11%	+$332K	0.18%	64
2021 Q3	$2.87M	Sell	36,698 -1,711	-4%	-$137K	0.17%	65
2021 Q2	$3.04M	Buy	38,409 +206	+0.5%	+$16K	0.17%	60
2021 Q1	$2.82M	Sell	38,203 -243	-0.6%	-$17.6K	0.18%	55
2020 Q4	$2.63M	Buy	38,446 +748	+2%	+$47.6K	0.18%	55
2020 Q3	$2.16M	Sell	37,698 -909	-2%	-$51.7K	0.17%	66
2020 Q2	$2.07M	Sell	38,607 -5,020	-12%	-$252K	0.19%	54
2020 Q1	$1.88M	Sell	43,627 -1,697	-4%	-$93.4K	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%	-$49.5K	0.23%	65
2019 Q1	$2.76M	Sell	51,251 -8,999	-15%	-$466K	0.23%	68
2018 Q4	$2.8M	Sell	60,250 -4,310	-7%	-$217K	0.21%	67
2018 Q3	$3.56M	Sell	64,560 -800	-1%	-$43.8K	0.3%	54
2018 Q2	$3.47M	Sell	65,360 -2,092	-3%	-$110K	0.3%	56
2018 Q1	$3.48M	Buy	67,452 +52,672	+356%	+$2.78M	0.3%	52
2017 Q4	$769K	Sell	14,780 -64,052	-81%	-$3.25M	0.23%	40
2017 Q3	$3.88M	Sell	78,832 -11,180	-12%	-$540K	0.33%	47
2017 Q2	$4.32M	Sell	90,012 -3,040	-3%	-$144K	0.38%	45
2017 Q1	$4.35M	Sell	93,052 -2,232	-2%	-$103K	0.37%	46
2016 Q4	$4.26M	Sell	95,284 -2,000	-2%	-$87.5K	0.39%	38
2016 Q3	$4.24M	Sell	97,284 -7,472	-7%	-$324K	0.42%	37
2016 Q2	$4.45M	Sell	104,756 -1,000	-0.9%	-$41.3K	0.42%	38
2016 Q1	$4.31M	Buy	105,756 +83,936	+385%	+$3.19M	0.41%	39
2015 Q4	$874K	Buy	21,820 +4,144	+23%	+$169K	0.1%	46
2015 Q3	$687K	Buy	17,676 +676	+4%	+$28K	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	+$614K	0.1%	52
2013 Q3	–	Sell	-17,000	Closed	-$552K	–	59
2013 Q2	$552K	Buy	+17,000	New	+$551K	0.09%	45

Other funds holding IWR

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

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Aspiriant LLC's IWR Position: Q1 2026 in Review

Aspiriant LLC reduced its iShares Russell Mid-Cap ETF (IWR) stake by 6.1% in Q1 2026, selling an estimated $239K and leaving 36,928 shares worth $3.59M. The position accounts for 0.1% of the portfolio, ranked #85.

Aspiriant LLC first reported a position in IWR in Q2 2013 and has held it in 51 quarters since. The position peaked at $7.26M in Q2 2025. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Aspiriant LLC held 36,928 shares of iShares Russell Mid-Cap ETF worth $3.59M as of Q1 2026.
Aspiriant LLC sold 2,397 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $239K.
iShares Russell Mid-Cap ETF made up 0.1% of Aspiriant LLC's portfolio in Q1 2026, its #85 holding.
Aspiriant LLC first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 51 quarters since.
Aspiriant LLC's iShares Russell Mid-Cap ETF position peaked at $7.26M in Q2 2025.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

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