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iShares S&P 500 Index shares owned by Aspen Wealth Strategies

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

Historical chart of Aspen Wealth Strategies 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 Wealth Strategies 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 Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-09-30 $19M 32k 576.82
2024-06-30 $17M 31k 560.03
2024-03-31 $16M 31k 525.73
2023-12-31 $12M 25k 477.63
2023-09-30 $1.7M 4.0k 429.43

More positions owned by Aspen Wealth Strategies

Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Ishares Tr Core Msci Eafe (IEFA)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Pacer Fds Tr Pacer Us Small (CALF)
Apple (AAPL)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Abbvie (ABBV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
JPMorgan Chase & Co. (JPM)
Broadcom (AVGO)

View all positions for Aspen Wealth Strategies

Top funds holding iShares S&P 500 Index

BlackRock
BlackRock
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Bank of America Corporation
Marshall Wace
Morgan Stanley
Creative Planning
Jpmorgan Chase & Co
Wells Fargo & Company
Pnc Financial Services
Bank of New York Mellon
Goldman Sachs Group
Royal Bank of Canada
Jones Financial Companies, L.L

View all funds holding iShares S&P 500 Index