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iShares S&P 500 Value Index shares owned by Aspen Grove Capital

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Aspen Grove Capital from 13F filings

Historical chart of Aspen Grove Capital investment in iShares S&P 500 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Value 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 500 Value Index by Aspen Grove Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $316k 1.6k 197.29
2024-06-30 $291k 1.6k 182.11
2024-03-31 $299k 1.6k 186.91
2023-12-31 $278k 1.6k 173.87
2023-09-30 $248k 1.6k 154.68
2023-06-30 $258k 1.6k 161.19