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 |
|---|---|---|---|
| 2025-09-30 | $23M | 34k | 669.29 |
| 2025-06-30 | $20M | 32k | 620.90 |
| 2025-03-31 | $18M | 32k | 561.89 |
| 2024-12-31 | $18M | 31k | 588.67 |
| 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 |