Aspiriant LLC’s iShares Dow Jones US ETF IYY Stock Holding History

Aspiriant LLC’s Portfolio IYY Stock Details IYY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Aspiriant LLC's IYY Position: Q1 2026 in Review

Aspiriant LLC held its iShares Dow Jones US ETF (IYY) position steady in Q1 2026 at 29,744 shares worth $4.71M. The position accounts for 0.13% of the portfolio, ranked #72.

Aspiriant LLC first reported a position in IYY in Q1 2018 and has held it in 33 quarters since. The position peaked at $4.93M in Q4 2025. 276 funds tracked by Wall St. Rank hold IYY as of Q1 2026.

Aspiriant LLC held 29,744 shares of iShares Dow Jones US ETF worth $4.71M as of Q1 2026.
Aspiriant LLC left its iShares Dow Jones US ETF share count unchanged in Q1 2026.
iShares Dow Jones US ETF made up 0.13% of Aspiriant LLC's portfolio in Q1 2026, its #72 holding.
Aspiriant LLC first reported a position in iShares Dow Jones US ETF in Q1 2018 and has held it in 33 quarters since.
Aspiriant LLC's iShares Dow Jones US ETF position peaked at $4.93M in Q4 2025.
276 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2026.

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