iShares Russell 2000 Index shares owned by Aspen Investment Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Aspen Investment Management
from 13F filings
Historical chart of Aspen Investment Management investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Aspen Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.8M | 37k | 241.97 |
| 2025-06-30 | $7.4M | 34k | 215.79 |
| 2025-03-31 | $6.4M | 32k | 199.50 |
| 2024-12-31 | $8.3M | 38k | 220.95 |
| 2024-09-30 | $7.8M | 35k | 220.90 |
| 2024-06-30 | $6.0M | 30k | 202.90 |
| 2024-03-31 | $6.1M | 29k | 210.30 |
| 2023-12-31 | $5.8M | 29k | 200.70 |
| 2023-09-30 | $4.9M | 28k | 176.74 |
| 2023-06-30 | $4.8M | 26k | 187.27 |
| 2023-03-31 | $4.5M | 25k | 178.42 |
| 2022-12-31 | $4.4M | 25k | 174.36 |
| 2022-09-30 | $4.2M | 26k | 164.91 |
| 2022-06-30 | $4.4M | 26k | 169.34 |
| 2022-03-31 | $5.3M | 26k | 205.27 |
| 2021-12-31 | $7.0M | 32k | 222.44 |
| 2021-09-30 | $6.9M | 32k | 218.76 |
| 2021-06-30 | $7.0M | 31k | 229.36 |
| 2021-03-31 | $6.8M | 31k | 220.95 |
| 2020-12-31 | $6.1M | 31k | 196.06 |
| 2020-09-30 | $4.3M | 29k | 149.81 |
| 2020-06-30 | $4.2M | 29k | 143.18 |
| 2020-03-31 | $2.8M | 25k | 114.45 |
| 2019-12-31 | $5.2M | 32k | 165.67 |
| 2019-09-30 | $4.8M | 32k | 151.34 |
| 2019-06-30 | $5.0M | 32k | 155.51 |
| 2019-03-31 | $5.0M | 33k | 153.09 |
| 2018-12-31 | $4.4M | 33k | 133.91 |
| 2018-09-30 | $6.2M | 37k | 168.55 |
| 2018-06-30 | $5.0M | 31k | 163.77 |
| 2018-03-31 | $4.6M | 30k | 151.81 |
| 2017-12-31 | $4.4M | 29k | 152.46 |
| 2017-09-30 | $4.3M | 29k | 148.18 |
| 2017-06-30 | $3.9M | 28k | 140.92 |
| 2017-03-31 | $3.2M | 23k | 137.49 |
| 2016-12-31 | $3.1M | 23k | 134.86 |
| 2016-09-30 | $2.7M | 22k | 124.19 |
| 2016-06-30 | $2.5M | 22k | 114.97 |
| 2016-03-31 | $2.4M | 22k | 110.62 |
| 2015-12-31 | $2.5M | 22k | 112.62 |
| 2015-09-30 | $2.4M | 22k | 109.21 |
| 2015-06-30 | $2.9M | 23k | 124.87 |
| 2015-03-31 | $2.8M | 23k | 124.37 |
| 2014-12-31 | $2.7M | 23k | 119.62 |
| 2014-09-30 | $2.4M | 22k | 109.33 |
| 2014-06-30 | $2.3M | 19k | 118.82 |
| 2014-03-31 | $2.7M | 23k | 116.35 |
| 2013-12-31 | $2.6M | 23k | 115.35 |
| 2013-09-30 | $2.4M | 22k | 106.60 |
| 2013-06-30 | $2.2M | 22k | 97.01 |
| 2013-03-31 | $1.9M | 20k | 94.43 |
| 2012-12-31 | $1.5M | 18k | 84.32 |
| 2012-09-30 | $1.5M | 18k | 83.44 |
| 2012-06-30 | $1.3M | 16k | 79.58 |
| 2012-03-31 | $1.2M | 15k | 82.84 |
More positions owned by Aspen Investment Management
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