iShares Russell 3000 Value Index shares owned by Vista Private Wealth Partners
Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Vista Private Wealth Partners
from 13F filings
Historical chart of Vista Private Wealth Partners investment in iShares Russell 3000 Value Index
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Quarterly reported holdings in iShares Russell 3000 Value Index by Vista Private Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $3.1M | 43k | 73.92 |
| 2023-06-30 | $3.4M | 44k | 78.30 |
| 2023-03-31 | $3.3M | 44k | 73.80 |
| 2022-12-31 | $3.7M | 52k | 70.63 |
| 2022-09-30 | $3.2M | 49k | 64.37 |
| 2022-06-30 | $3.1M | 46k | 67.13 |
| 2022-03-31 | $3.8M | 50k | 76.20 |
| 2021-12-31 | $4.0M | 53k | 76.61 |
| 2021-09-30 | $4.0M | 57k | 70.88 |
| 2021-06-30 | $4.1M | 57k | 72.30 |
| 2021-03-31 | $3.9M | 72k | 54.29 |
| 2020-12-31 | $4.3M | 71k | 61.28 |
| 2020-09-30 | $3.9M | 72k | 54.29 |
| 2020-06-30 | $3.9M | 75k | 52.24 |
| 2020-03-31 | $3.5M | 80k | 44.22 |
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