Aspiriant LLC’s iShares Russell 3000 ETF IWV Stock Holding History

Aspiriant LLC’s Portfolio IWV Stock Details IWV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.36M	Sell	19,857 -4,658	-19%	-$1.8M	0.21%	57
2025 Q4	$9.48M	Sell	24,515 -951	-4%	-$365K	0.27%	46
2025 Q3	$9.65M	Sell	25,466 -54	-0.2%	-$19.7K	0.3%	43
2025 Q2	$8.96M	Sell	25,520 -2,441	-9%	-$793K	0.28%	41
2025 Q1	$8.88M	Sell	27,961 -268	-0.9%	-$89.9K	0.31%	39
2024 Q4	$9.44M	Buy	28,229 +2,173	+8%	+$732K	0.34%	39
2024 Q3	$8.51M	Sell	26,056 -306	-1%	-$96.3K	0.32%	40
2024 Q2	$8.14M	Sell	26,362 -75	-0.3%	-$22.4K	0.33%	41
2024 Q1	$7.93M	Sell	26,437 -961	-4%	-$274K	0.33%	42
2023 Q4	$7.5M	Buy	27,398 +62	+0.2%	+$15.8K	0.34%	41
2023 Q3	$6.7M	Sell	27,336 -200	-0.7%	-$51.1K	0.34%	41
2023 Q2	$7.01M	Sell	27,536 -1,232	-4%	-$296K	0.35%	40
2023 Q1	$6.77M	Sell	28,768 -516	-2%	-$119K	0.35%	42
2022 Q4	$6.46M	Sell	29,284 -1,535	-5%	-$341K	0.33%	43
2022 Q3	$6.38M	Buy	30,819 +2,920	+10%	+$672K	0.31%	41
2022 Q2	$6.07M	Buy	27,899 +5,312	+24%	+$1.26M	0.29%	46
2022 Q1	$5.93M	Buy	22,587 +1,814	+9%	+$470K	0.33%	43
2021 Q4	$5.76M	Sell	20,773 -73	-0.4%	-$19.8K	0.31%	44
2021 Q3	$5.31M	Sell	20,846 -1,491	-7%	-$390K	0.31%	39
2021 Q2	$5.72M	Sell	22,337 -15	-0.1%	-$3.74K	0.32%	35
2021 Q1	$5.3M	Buy	22,352 +1,729	+8%	+$402K	0.34%	33
2020 Q4	$4.61M	Sell	20,623 -1,004	-5%	-$211K	0.31%	33
2020 Q3	$4.24M	Sell	21,627 -104	-0.5%	-$20.1K	0.33%	38
2020 Q2	$3.91M	Buy	21,731 +2,072	+11%	+$351K	0.36%	37
2020 Q1	$2.92M	Sell	19,659 -2,879	-13%	-$512K	0.29%	40
2019 Q4	$4.25M	Sell	22,538 -190	-0.8%	-$34.2K	0.39%	36
2019 Q3	$3.95M	Sell	22,728 -93	-0.4%	-$16.1K	0.35%	42
2019 Q2	$3.94M	Sell	22,821 -69	-0.3%	-$11.7K	0.33%	48
2019 Q1	$3.82M	Sell	22,890 -628	-3%	-$101K	0.31%	53
2018 Q4	$3.46M	Buy	23,518 +8,668	+58%	+$1.38M	0.26%	54
2018 Q3	$2.56M	Sell	14,850 -275	-2%	-$46.6K	0.22%	71
2018 Q2	$2.46M	Buy	15,125 +599	+4%	+$96.3K	0.21%	73
2018 Q1	$2.27M	Buy	14,526 +12,645	+672%	+$2.04M	0.2%	69
2017 Q4	$298K	Sell	1,881 -20,773	-92%	-$3.2M	0.09%	64
2017 Q3	$3.38M	Sell	22,654 -4,624	-17%	-$675K	0.28%	52
2017 Q2	$3.93M	Sell	27,278 -564	-2%	-$80.2K	0.34%	48
2017 Q1	$3.9M	Sell	27,842 -3,997	-13%	-$552K	0.33%	50
2016 Q4	$4.23M	Sell	31,839 -4,864	-13%	-$631K	0.38%	40
2016 Q3	$4.71M	Sell	36,703 -6,279	-15%	-$802K	0.47%	33
2016 Q2	$5.33M	Sell	42,982 -13,126	-23%	-$1.6M	0.5%	33
2016 Q1	$6.78M	Sell	56,108 -3,312	-6%	-$379K	0.65%	24
2015 Q4	$7.15M	Sell	59,420 -93,002	-61%	-$11.3M	0.79%	20
2015 Q3	$17.4M	Buy	152,422 +144,706	+1,875%	+$17.5M	1.44%	18
2015 Q2	$957K	Buy	7,716 +822	+12%	+$103K	0.09%	52
2015 Q1	$854K	Buy	6,894 +17	+0.2%	+$2.09K	0.11%	45
2014 Q4	$841K	Buy	6,877 +356	+5%	+$42.5K	0.11%	44
2014 Q3	$762K	Buy	6,521 +17	+0.3%	+$2K	0.11%	42
2014 Q2	$766K	Sell	6,504 -2,269	-26%	-$258K	0.11%	53
2014 Q1	$985K	Hold	8,773	–	–	0.14%	50
2013 Q4	$971K	Buy	8,773 +5,261	+150%	+$558K	0.15%	41
2013 Q3	$355K	Sell	3,512 -2,334	-40%	-$234K	0.06%	42
2013 Q2	$564K	Buy	+5,846	New	+$560K	0.09%	44