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

Aspiriant LLC’s Portfolio IWS Stock Details IWS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$341K	Sell
2025 Q2	$654K	Buy
2025 Q1	$310K	Hold
2024 Q4	$318K	Buy
2024 Q3	$229K	Hold
2024 Q2	$209K	Hold
2024 Q1	$217K	Hold
2023 Q4	$201K	Buy