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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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
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

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Ishs 5-10yr Invt (IGIB)
First Tr Exchange-traded Senior Ln Fd (FTSL)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Apple (AAPL)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p500 Etf (IVV)
Pimco Etf Tr 0-5 High Yield (HYS)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)

View all positions for Aspen Investment Management

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