Aspiriant LLC’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $654K | Buy |
4,950
+2,492
| +101% | +$329K | 0.02% | 177 |
|
|
2025
Q1 | $310K | Hold |
2,458
| – | – | 0.01% | 232 |
|
|
2024
Q4 | $318K | Buy |
2,458
+729
| +42% | +$94.3K | 0.01% | 230 |
|
|
2024
Q3 | $229K | Hold |
1,729
| – | – | 0.01% | 262 |
|
|
2024
Q2 | $209K | Hold |
1,729
| – | – | 0.01% | 268 |
|
|
2024
Q1 | $217K | Hold |
1,729
| – | – | 0.01% | 300 |
|
|
2023
Q4 | $201K | Buy |
+1,729
| New | +$201K | 0.01% | 300 |
|