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iShares Dow Jones US Medical Dev. shares owned by Aspen Wealth Strategies

Quarter-by-quarter ownership of iShares Dow Jones US Medical Dev. (IHI) shares owned by Aspen Wealth Strategies from 13F filings

Historical chart of Aspen Wealth Strategies investment in iShares Dow Jones US Medical Dev.

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Medical Dev. held by Aspen Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Medical Dev. by Aspen Wealth Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $701k 12k 60.08
2025-06-30 $728k 12k 62.64
2025-03-31 $654k 11k 60.19

More positions owned by Aspen Wealth Strategies

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Value Etf (VTV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Core Msci Eafe (IEFA)
Broadcom (AVGO)
Fidelity Covington Trust Enhanced Mid (FMDE)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Simplify Exchange Traded Fun Managed Futures (CTA)
Ishares Tr Us Sml Cap Eqt (SMLF)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
JPMorgan Chase & Co. (JPM)
Apple (AAPL)

View all positions for Aspen Wealth Strategies

Top funds holding iShares Dow Jones US Medical Dev.

Menora Mivtachim Holdings
Morgan Stanley
LPL Financial
UBS Group
Wells Fargo & Company
Royal Bank of Canada
Harel Insurance Investments & Financial Services
Envestnet Asset Management
Raymond James Financial
Jpmorgan Chase & Co
RiverFront Investment Group
Cetera Investment Advisers
Commonwealth Equity Services
Ameriprise Financial
Wharton Business Group

View all funds holding iShares Dow Jones US Medical Dev.