Back to ISMCF

Aspen Wealth Management LLC → ISMCF

Aspen Wealth Management LLC ISMCF Position History

ISMCF

Quarters held
4
Latest value
$43.2M
Q3 2026
Peak value
$43.2M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$33.3M
Q1 2026$30.8M
Q2 2026$39.8M
Q3 2026$43.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$43.2M223.1K——
Q2 2026$39.8M211.3K——
Q1 2026$30.8M198.3K——
Q4 2025$33.3M198.0K——

Other funds holding ISMCF

Other Aspen Wealth Management LLC positions

ETHA

ISHARES TR

$57M
ETHA

ISHARES TR

$53.7M
ETHA

ISHARES TR

$45.5M
ETHA

ISHARES TR

$43.7M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$40M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$36.2M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$36.2M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$33.5M