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iShares S&P MidCap 400 Index shares owned by Aspen Grove Capital

Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Aspen Grove Capital from 13F filings

Historical chart of Aspen Grove Capital investment in iShares S&P MidCap 400 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Index held by Aspen Grove Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P MidCap 400 Index by Aspen Grove Capital

Quarter filed Position value Share count Share price at filing
2023-12-31 $338k 1.2k 277.15
2023-09-30 $306k 1.2k 250.49
2023-06-30 $319k 1.2k 261.48
2023-03-31 $305k 1.2k 250.16
2022-12-31 $295k 1.2k 241.89

More positions owned by Aspen Grove Capital

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Valley National Ban (VLY)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Amazon (AMZN)
International Business Machines (IBM)
Spdr Ser Tr S&p Divid Etf (SDY)
Lululemon Athletica (LULU)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Msci Mexico Etf (EWW)
Microsoft Corporation (MSFT)

View all positions for Aspen Grove Capital

Top funds holding iShares S&P MidCap 400 Index

Bank of New York Mellon
Raymond James & Associates
Bank of America Corporation
First Command Advisory Services
Wells Fargo & Company
Jpmorgan Chase & Co
Regions Bank
Raymond James Financial Services Advisors
Catalyst Capital Advisors
Millburn Ridgefield
HighTower Advisors
Sontag Advisory
Commonwealth Equity Services
Fifth Third Bancorp
Royal Bank of Canada

View all funds holding iShares S&P MidCap 400 Index