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

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

Historical chart of Aspen Capital Management 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 Capital Management 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 Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $234k 3.6k 65.26
2025-06-30 $222k 3.6k 62.01
2025-03-31 $209k 3.6k 58.36

More positions owned by Aspen Capital Management

Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Global Real Est (DFGR)
Us Bancorp Del Com New (USB)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Us Core Equity 1 (DCOR)
Dimensional Etf Trust World Ex Us Core (DFAX)
Apple (AAPL)
Ishares Tr Rus 1000 Etf (IWB)
NVIDIA Corporation (NVDA)

View all positions for Aspen Capital Management

Top funds holding iShares S&P MidCap 400 Index

Northwestern Mutual Wealth Management Company
Bank of New York Mellon
Wells Fargo & Company
FMR
Raymond James Financial
Morgan Stanley
Envestnet Asset Management
Goldman Sachs Group
LPL Financial
BlackRock
Royal Bank of Canada
Northern Trust
UBS Group
Jpmorgan Chase & Co
Pnc Financial Services

View all funds holding iShares S&P MidCap 400 Index