iShares S&P MidCap 400 Index shares owned by Vista Private Wealth Partners
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Vista Private Wealth Partners
from 13F filings
Historical chart of Vista Private Wealth Partners investment in iShares S&P MidCap 400 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P MidCap 400 Index held by Vista Private Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Vista Private Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $211k | 3.4k | 62.02 |
| 2025-06-30 | $211k | 3.4k | 62.02 |
| 2025-03-31 | $218k | 3.7k | 58.35 |
| 2024-12-31 | $232k | 3.7k | 62.32 |
| 2024-09-30 | $258k | 4.1k | 62.32 |
| 2024-06-30 | $247k | 4.2k | 58.51 |
| 2019-09-30 | $110k | 570 | 192.34 |
More positions owned by Vista Private Wealth Partners
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