Vista Private Wealth Partners »

iShares S&P SmallCap 600 Index shares owned by Vista Private Wealth Partners

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Vista Private Wealth Partners from 13F filings

Historical chart of Vista Private Wealth Partners investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index held by Vista Private Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P SmallCap 600 Index by Vista Private Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-09-30 $742k 8.0k 93.05
2023-06-30 $3.4M 34k 99.05
2023-03-31 $3.3M 35k 92.96
2022-12-31 $3.2M 34k 94.64
2022-09-30 $3.0M 34k 89.39
2022-06-30 $3.3M 35k 92.87
2022-03-31 $3.7M 34k 109.01
2021-12-31 $3.8M 33k 115.54
2021-09-30 $3.6M 33k 109.18
2021-06-30 $3.8M 33k 113.59
2021-03-31 $2.9M 42k 70.24
2020-12-31 $3.7M 40k 91.04
2020-09-30 $2.9M 42k 70.24
2020-06-30 $2.9M 43k 68.29
2020-03-31 $2.0M 39k 52.52
2019-12-31 $3.2M 38k 83.92
2019-09-30 $2.9M 37k 77.81
2019-06-30 $2.8M 37k 75.83
2019-03-31 $220k 2.8k 79.37

More positions owned by Vista Private Wealth Partners

Schwab Us Large Cap Growth Etf Us Lcap Gr Etf (SCHG)
Schwab International Equity Etf Intl Eqt Etf
Charles Schwab Us Mc Etf Us Mid-cap Etf (SCHM)
Schwab Us Large Cap Value Etf Us Lcap Va Etf (SCHV)
Ishares Ibonds Term Treasury Etf Us Treas Bd Etf
Spdr Doubleline Ttl Rtrnttcl Etf Spdr Tr Tactic (TOTL)
Schwab Us Dividend Equity Etf Us Dividend Eq (SCHD)
Schwab Us Large Cap Etf Us Lrg Cap Etf (SCHX)
Vaneck Morningstar Wide Moat Etf Mrngstr Wde Moat (MOAT)
Ishares Core Us Aggregate Bond Etf Core Us Aggbd Et (AGG)
Vaneck Morningstar Smid Moat Etf Morningstar Smid (SMOT)
Schwab Us Small Cap Etf Us Sml Cap Etf (SCHA)
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)
Vanguard Total Stock Market Etf Total Stk Mkt (VTI)
Pimco Active Bond Etf Active Bd Etf

View all positions for Vista Private Wealth Partners

Top funds holding iShares S&P SmallCap 600 Index

Bank of America Corporation
FMR
Wells Fargo & Company
Bank of New York Mellon
Goldman Sachs Group
LPL Financial
UBS Group
Raymond James & Associates
Envestnet Asset Management
First Command Advisory Services
Pnc Financial Services
Northern Trust
Financial Engines Advisors L.L.C
BlackRock
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index