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

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

Historical chart of Aspen Grove Capital 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 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 Index by Aspen Grove Capital

Quarter filed Position value Share count Share price at filing
2023-12-31 $21M 45k 477.63
2023-09-30 $19M 45k 431.42
2023-06-30 $20M 45k 445.71
2023-03-31 $18M 44k 411.08
2022-12-31 $17M 44k 384.21

More positions owned by Aspen Grove Capital

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

View all positions for Aspen Grove Capital

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Us Bancorp
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Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Index