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iShares Russell Midcap Index Fund shares owned by Aspen Investment Management

Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Aspen Investment Management from 13F filings

Historical chart of Aspen Investment Management investment in iShares Russell Midcap Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell Midcap Index Fund 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 Midcap Index Fund by Aspen Investment Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $238k 2.7k 88.15
2024-06-30 $219k 2.7k 81.11
2024-03-31 $227k 2.7k 84.07
2023-06-30 $205k 2.8k 73.19
2022-12-31 $203k 3.0k 67.33
2022-03-31 $244k 3.1k 77.96
2021-12-31 $264k 3.2k 83.02
2021-09-30 $249k 3.2k 78.30
2021-06-30 $256k 3.2k 79.26
2021-03-31 $239k 3.2k 73.99
2020-12-31 $221k 3.2k 68.42
2019-12-31 $284k 4.8k 59.61
2019-09-30 $275k 4.9k 55.92
2019-06-30 $240k 4.3k 55.94
2019-03-31 $242k 4.5k 53.90
2018-12-31 $230k 4.9k 46.56
2018-09-30 $295k 1.3k 220.15
2018-06-30 $350k 1.7k 211.99
2018-03-31 $341k 1.7k 206.54
2017-12-31 $358k 1.7k 208.02
2017-09-30 $339k 1.7k 196.98
2017-06-30 $338k 1.8k 192.15
2017-03-31 $336k 1.8k 187.29
2016-12-31 $321k 1.8k 178.93
2016-09-30 $269k 1.5k 174.56
2016-06-30 $209k 1.2k 168.55
2016-03-31 $202k 1.2k 162.90
2015-06-30 $211k 1.2k 170.16
2015-03-31 $215k 1.2k 173.39
2014-12-31 $207k 1.2k 166.94
2014-06-30 $202k 1.2k 162.90
2013-12-31 $201k 1.3k 150.00

More positions owned by Aspen Investment Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Russell 2000 Etf (IWM)
Microsoft Corporation (MSFT)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Apple (AAPL)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
JPMorgan Chase & Co. (JPM)
Wal-Mart Stores (WMT)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchange-traded Senior Ln Fd (FTSL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Amazon (AMZN)

View all positions for Aspen Investment Management

Top funds holding iShares Russell Midcap Index Fund

Bank of America Corporation
Jones Financial Companies, L.L
Wells Fargo & Company
Us Bancorp
Pnc Financial Services
Northern Trust
Morgan Stanley
Bank of New York Mellon
Jpmorgan Chase & Co
Tiaa Trust, National Association
Envestnet Asset Management
Envestnet Portfolio Solutions
Amg National Trust Bank
Branch Banking & Trust Company
Goldman Sachs Group

View all funds holding iShares Russell Midcap Index Fund