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iShares S&P 500 Value Index shares owned by Aspen Investment Management

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

Historical chart of Aspen Investment Management 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 Investment Management 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 Investment Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $322k 1.5k 211.98

More positions owned by Aspen Investment Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Ishares Tr Ishs 1-5yr Invs (IGSB)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Specialized Funds Div App Etf (VIG)
Goldman Sachs (GS)
Vanguard Index Fds Total Stk Mkt (VTI)
Wal-Mart Stores (WMT)
Amazon (AMZN)

View all positions for Aspen Investment Management

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