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iShares S&P 500 Index shares owned by Aspen Capital Management

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.4M 3.6k 669.30
2025-06-30 $2.3M 3.6k 620.90
2025-03-31 $2.0M 3.6k 561.90

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 500 Index

BlackRock
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Marshall Wace
Morgan Stanley
Creative Planning
Jpmorgan Chase & Co
Royal Bank of Canada
Wells Fargo & Company
Jones Financial Companies, L.L
Pnc Financial Services
Goldman Sachs Group
Bank of New York Mellon
NISA Investment Advisors
Capula Management

View all funds holding iShares S&P 500 Index