Aspiriant LLC’s iShares Dow Jones US ETF IYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.42M | Hold |
29,744
| – | – | 0.13% | 71 |
|
|
2026
Q1 | $4.71M | Hold |
29,744
| – | – | 0.13% | 72 |
|
|
2025
Q4 | $4.93M | Hold |
29,744
| – | – | 0.14% | 69 |
|
|
2025
Q3 | $4.83M | Hold |
29,744
| – | – | 0.15% | 64 |
|
|
2025
Q2 | $4.49M | Hold |
29,744
| – | – | 0.14% | 66 |
|
|
2025
Q1 | $4.05M | Hold |
29,744
| – | – | 0.14% | 61 |
|
|
2024
Q4 | $4.26M | Hold |
29,744
| – | – | 0.15% | 60 |
|
|
2024
Q3 | $4.15M | Hold |
29,744
| – | – | 0.16% | 57 |
|
|
2024
Q2 | $3.94M | Hold |
29,744
| – | – | 0.16% | 61 |
|
|
2024
Q1 | $3.81M | Hold |
29,744
| – | – | 0.16% | 61 |
|
|
2023
Q4 | $3.47M | Hold |
29,744
| – | – | 0.16% | 65 |
|
|
2023
Q3 | $3.11M | Hold |
29,744
| – | – | 0.16% | 67 |
|
|
2023
Q2 | $3.22M | Hold |
29,744
| – | – | 0.16% | 66 |
|
|
2023
Q1 | $2.98M | Hold |
29,744
| – | – | 0.16% | 69 |
|
|
2022
Q4 | $2.78M | Hold |
29,744
| – | – | 0.14% | 71 |
|
|
2022
Q3 | $2.61M | Hold |
29,744
| – | – | 0.13% | 69 |
|
|
2022
Q2 | $2.75M | Hold |
29,744
| – | – | 0.13% | 67 |
|
|
2022
Q1 | $3.31M | Hold |
29,744
| – | – | 0.18% | 64 |
|
|
2021
Q4 | $3.5M | Hold |
29,744
| – | – | 0.19% | 61 |
|
|
2021
Q3 | $3.21M | Hold |
29,744
| – | – | 0.19% | 57 |
|
|
2021
Q2 | $3.21M | Hold |
29,744
| – | – | 0.18% | 59 |
|
|
2021
Q1 | $2.97M | Hold |
29,744
| – | – | 0.19% | 51 |
|
|
2020
Q4 | $2.81M | Sell |
29,744
-2,922
| -9% | -$260K | 0.19% | 54 |
|
|
2020
Q3 | $2.72M | Sell |
32,666
-5,082
| -13% | -$418K | 0.21% | 56 |
|
|
2020
Q2 | $2.89M | Hold |
37,748
| – | – | 0.27% | 42 |
|
|
2020
Q1 | $2.38M | Hold |
37,748
| – | – | 0.23% | 44 |
|
|
2019
Q4 | $3.01M | Hold |
37,748
| – | – | 0.28% | 45 |
|
|
2019
Q3 | $2.79M | Hold |
37,748
| – | – | 0.25% | 61 |
|
|
2019
Q2 | $2.76M | Hold |
37,748
| – | – | 0.23% | 66 |
|
|
2019
Q1 | $2.67M | Hold |
37,748
| – | – | 0.22% | 72 |
|
|
2018
Q4 | $2.35M | Hold |
37,748
| – | – | 0.18% | 74 |
|
|
2018
Q3 | $2.75M | Hold |
37,748
| – | – | 0.23% | 69 |
|
|
2018
Q2 | $2.57M | Sell |
37,748
-2,252
| -6% | -$153K | 0.22% | 70 |
|
|
2018
Q1 | $2.64M | Buy |
+40,000
| New | +$2.73M | 0.23% | 62 |
|
Other funds holding IYY
SC
AC
Aspiriant LLC's IYY Position: Q2 2026 in Review
Aspiriant LLC held its iShares Dow Jones US ETF (IYY) position steady in Q2 2026 at 29,744 shares worth $5.42M. The position accounts for 0.13% of the portfolio, ranked #71.
Aspiriant LLC first reported a position in IYY in Q1 2018 and has held it in 34 quarters since. 292 funds tracked by Wall St. Rank hold IYY as of Q2 2026.
- Aspiriant LLC held 29,744 shares of iShares Dow Jones US ETF worth $5.42M as of Q2 2026.
- Aspiriant LLC left its iShares Dow Jones US ETF share count unchanged in Q2 2026.
- iShares Dow Jones US ETF made up 0.13% of Aspiriant LLC's portfolio in Q2 2026, its #71 holding.
- Aspiriant LLC first reported a position in iShares Dow Jones US ETF in Q1 2018 and has held it in 34 quarters since.
- 292 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.
Based on Aspiriant LLC's 13F filing for Q2 2026, filed 20 Jul 2026.