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Ishares Tr msci usa smlcp shares owned by Aspen Wealth Strategies

Quarter-by-quarter ownership of Ishares Tr msci usa smlcp (SMLF) shares owned by Aspen Wealth Strategies from 13F filings

Historical chart of Aspen Wealth Strategies investment in Ishares Tr msci usa smlcp

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr msci usa smlcp 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 Tr msci usa smlcp by Aspen Wealth Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.1M 69k 74.35
2025-06-30 $4.5M 67k 67.95
2025-03-31 $4.1M 65k 62.16

More positions owned by Aspen Wealth Strategies

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Value Etf (VTV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Core Msci Eafe (IEFA)
Broadcom (AVGO)
Fidelity Covington Trust Enhanced Mid (FMDE)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Simplify Exchange Traded Fun Managed Futures (CTA)
Ishares Tr Us Sml Cap Eqt (SMLF)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
JPMorgan Chase & Co. (JPM)
Apple (AAPL)

View all positions for Aspen Wealth Strategies

Top funds holding Ishares Tr msci usa smlcp

Alan Leist III
Wells Fargo & Company
Ameriprise Financial
LPL Financial
ValMark Advisers
Acropolis Investment Management
Vantagepoint Investment Advisers
Financial Management Professionals
Cetera Investment Advisers
HighTower Advisors
BlackRock
Ullmann Financial
Bsc Private Wealth Management
Cornerstone Planning Group
Charles Schwab Investment Management

View all funds holding Ishares Tr msci usa smlcp