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
2025 Q3	$4.83M	Hold
2025 Q2	$4.49M	Hold
2025 Q1	$4.05M	Hold
2024 Q4	$4.26M	Hold
2024 Q3	$4.15M	Hold
2024 Q2	$3.94M	Hold
2024 Q1	$3.81M	Hold
2023 Q4	$3.47M	Hold
2023 Q3	$3.11M	Hold
2023 Q2	$3.22M	Hold
2023 Q1	$2.98M	Hold
2022 Q4	$2.78M	Hold
2022 Q3	$2.61M	Hold
2022 Q2	$2.75M	Hold
2022 Q1	$3.31M	Hold
2021 Q4	$3.5M	Hold
2021 Q3	$3.21M	Hold
2021 Q2	$3.21M	Hold
2021 Q1	$2.97M	Hold
2020 Q4	$2.81M	Sell
2020 Q3	$2.72M	Sell
2020 Q2	$2.89M	Hold
2020 Q1	$2.38M	Hold
2019 Q4	$3.01M	Hold
2019 Q3	$2.79M	Hold
2019 Q2	$2.76M	Hold
2019 Q1	$2.67M	Hold
2018 Q4	$2.35M	Hold
2018 Q3	$2.75M	Hold
2018 Q2	$2.57M	Sell
2018 Q1	$2.64M	Buy