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iShares S&P 1500 Index Fund shares owned by Aspen Grove Capital

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Aspen Grove Capital from 13F filings

Historical chart of Aspen Grove Capital investment in iShares S&P 1500 Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 1500 Index Fund 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 1500 Index Fund by Aspen Grove Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $461k 3.7k 125.62
2024-06-30 $436k 3.7k 118.80
2024-03-31 $423k 3.7k 115.32

More positions owned by Aspen Grove Capital

Booking Holdings (BKNG)
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 Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Valley National Ban (VLY)
Amazon (AMZN)
Spdr Ser Tr S&p Divid Etf (SDY)
Ishares Msci Mexico Etf (EWW)
International Business Machines (IBM)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Msci India Etf (INDA)

View all positions for Aspen Grove Capital

Top funds holding iShares S&P 1500 Index Fund

Wells Fargo & Company
BlackRock
BlackRock
Morgan Stanley
Alliancebernstein
Wealthfront Advisers
Bank of America Corporation
LPL Financial
Colony
Ronald Blue Trust
SigFig Wealth Management
Buckingham Asset Management
Stifel Financial
Ballentine Partners
Buckingham Strategic Partners

View all funds holding iShares S&P 1500 Index Fund