iShares S&P 500 Index shares owned by Aspen Investment Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Aspen Investment Management
from 13F filings
Historical chart of Aspen Investment Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Aspen Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.9M | 5.8k | 669.31 |
| 2025-06-30 | $3.6M | 5.8k | 620.86 |
| 2025-03-31 | $3.3M | 5.8k | 561.81 |
| 2024-12-31 | $3.3M | 5.7k | 588.70 |
| 2024-09-30 | $3.3M | 5.7k | 576.74 |
| 2024-06-30 | $3.1M | 5.7k | 547.25 |
| 2024-03-31 | $3.0M | 5.7k | 525.63 |
| 2023-12-31 | $2.7M | 5.7k | 477.64 |
| 2023-09-30 | $2.4M | 5.7k | 429.25 |
| 2023-06-30 | $2.5M | 5.7k | 445.72 |
| 2023-03-31 | $2.3M | 5.7k | 411.14 |
| 2022-12-31 | $2.2M | 5.7k | 384.22 |
| 2022-09-30 | $2.0M | 5.7k | 358.61 |
| 2022-06-30 | $2.2M | 5.7k | 379.09 |
| 2022-03-31 | $2.6M | 5.7k | 453.69 |
| 2021-12-31 | $2.9M | 6.1k | 477.00 |
| 2021-09-30 | $2.6M | 6.1k | 430.90 |
| 2021-06-30 | $2.6M | 6.1k | 429.98 |
| 2021-03-31 | $2.4M | 6.1k | 397.80 |
| 2020-12-31 | $2.3M | 6.2k | 375.42 |
| 2020-09-30 | $2.1M | 6.2k | 336.08 |
| 2020-06-30 | $1.9M | 6.1k | 309.74 |
| 2020-03-31 | $1.6M | 6.1k | 258.33 |
| 2019-12-31 | $2.5M | 7.8k | 323.26 |
| 2019-09-30 | $2.1M | 7.1k | 298.53 |
| 2019-06-30 | $1.8M | 6.0k | 294.69 |
| 2019-03-31 | $1.7M | 6.0k | 284.55 |
| 2018-12-31 | $1.5M | 6.0k | 251.62 |
| 2018-09-30 | $1.8M | 6.0k | 292.70 |
| 2018-06-30 | $1.6M | 6.0k | 273.08 |
| 2018-03-31 | $1.6M | 5.9k | 265.32 |
| 2017-12-31 | $1.6M | 5.9k | 268.89 |
| 2017-09-30 | $1.5M | 5.9k | 252.89 |
| 2017-06-30 | $1.4M | 5.9k | 243.36 |
| 2017-03-31 | $1.4M | 5.9k | 237.24 |
| 2016-12-31 | $1.3M | 5.9k | 224.98 |
| 2016-09-30 | $1.3M | 5.9k | 217.49 |
| 2016-06-30 | $1.2M | 5.9k | 210.52 |
| 2016-03-31 | $1.2M | 5.9k | 206.60 |
| 2015-12-31 | $272k | 1.3k | 205.13 |
| 2015-09-30 | $256k | 1.3k | 193.06 |
| 2015-06-30 | $275k | 1.3k | 207.39 |
| 2015-03-31 | $276k | 1.3k | 208.14 |
| 2014-12-31 | $274k | 1.3k | 206.64 |
| 2014-09-30 | $273k | 1.4k | 198.40 |
| 2014-06-30 | $271k | 1.4k | 196.95 |
| 2014-03-31 | $259k | 1.4k | 188.23 |
| 2013-12-31 | $617k | 3.3k | 185.51 |
More positions owned by Aspen Investment Management
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