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

Aspiriant LLC’s Portfolio IWS Stock Details IWS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$203K	Sell	1,265 -205	-14%	-$34.4K	0.01%	407
2026 Q2	$242K	Sell	1,470 -121	-8%	-$19.1K	0.01%	350
2026 Q1	$232K	Sell	1,591 -1,662	-51%	-$247K	0.01%	315
2025 Q4	$459K	Buy	3,253 +809	+33%	+$113K	0.01%	224
2025 Q3	$341K	Sell	2,444 -2,506	-51%	-$343K	0.01%	236
2025 Q2	$654K	Buy	4,950 +2,492	+101%	+$313K	0.02%	178
2025 Q1	$310K	Hold	2,458	–	–	0.01%	232
2024 Q4	$318K	Buy	2,458 +729	+42%	+$97.6K	0.01%	231
2024 Q3	$229K	Hold	1,729	–	–	0.01%	263
2024 Q2	$209K	Hold	1,729	–	–	0.01%	269
2024 Q1	$217K	Hold	1,729	–	–	0.01%	301
2023 Q4	$201K	Buy	+1,729	New	+$184K	0.01%	301

Other funds holding IWS

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

LPWM LLC Minneapolis, Minnesota $458M AUM 10.8% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

Aspiriant LLC's IWS Position: Q3 2026 in Review

Aspiriant LLC reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 14% in Q3 2026, selling an estimated $34.4K and leaving 1,265 shares worth $203K. The position accounts for 0.01% of the portfolio, ranked #407.

Aspiriant LLC first reported a position in IWS in Q4 2023 and has held it in 12 quarters since. The position peaked at $654K in Q2 2025. 287 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

Aspiriant LLC held 1,265 shares of iShares Russell Mid-Cap Value ETF worth $203K as of Q3 2026.
Aspiriant LLC sold 205 iShares Russell Mid-Cap Value ETF shares in Q3 2026, an estimated $34.4K.
iShares Russell Mid-Cap Value ETF made up 0.01% of Aspiriant LLC's portfolio in Q3 2026, its #407 holding.
Aspiriant LLC first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2023 and has held it in 12 quarters since.
Aspiriant LLC's iShares Russell Mid-Cap Value ETF position peaked at $654K in Q2 2025.
287 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

Based on Aspiriant LLC's 13F filing for Q3 2026, filed 16 Oct 2026.