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 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

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

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

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

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

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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

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

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Aspiriant LLC's IWS Position: Q1 2026 in Review

Aspiriant LLC reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 51% in Q1 2026, selling an estimated $247K and leaving 1,591 shares worth $232K. The position accounts for 0.01% of the portfolio, ranked #315.

Aspiriant LLC first reported a position in IWS in Q4 2023 and has held it in 10 quarters since. The position peaked at $654K in Q2 2025. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

Aspiriant LLC held 1,591 shares of iShares Russell Mid-Cap Value ETF worth $232K as of Q1 2026.
Aspiriant LLC sold 1,662 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $247K.
iShares Russell Mid-Cap Value ETF made up 0.01% of Aspiriant LLC's portfolio in Q1 2026, its #315 holding.
Aspiriant LLC first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2023 and has held it in 10 quarters since.
Aspiriant LLC's iShares Russell Mid-Cap Value ETF position peaked at $654K in Q2 2025.
988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

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