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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

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 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 Russell 2000 Index by Aspen Investment Management

Quarter filed Position value Share count Share price at filing
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

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

Top funds holding iShares Russell 2000 Index

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View all funds holding iShares Russell 2000 Index