iShares S&P SmallCap 600 Index shares owned by Vista Wealth Management Group
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Vista Wealth Management Group
from 13F filings
Historical chart of Vista Wealth Management Group investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Vista Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $473k | 4.1k | 115.22 |
| 2024-09-30 | $480k | 4.1k | 116.96 |
| 2024-06-30 | $437k | 4.1k | 106.66 |
| 2024-03-31 | $453k | 4.1k | 110.52 |
| 2023-12-31 | $470k | 4.3k | 108.25 |
| 2023-09-30 | $344k | 3.7k | 94.33 |
| 2023-06-30 | $364k | 3.7k | 99.65 |
| 2023-03-31 | $381k | 3.9k | 96.70 |
| 2022-12-31 | $346k | 3.7k | 94.64 |
| 2022-09-30 | $371k | 4.0k | 92.94 |
| 2022-06-30 | $369k | 4.0k | 92.16 |
| 2022-03-31 | $383k | 3.6k | 107.77 |
| 2021-12-31 | $456k | 4.0k | 114.57 |
| 2021-09-30 | $435k | 4.0k | 109.30 |
| 2021-06-30 | $443k | 3.9k | 113.04 |
| 2021-03-31 | $431k | 4.0k | 108.54 |
| 2020-12-31 | $406k | 4.4k | 92.00 |
| 2020-09-30 | $310k | 4.4k | 70.25 |
| 2020-06-30 | $301k | 4.4k | 68.21 |
| 2020-03-31 | $248k | 4.4k | 56.01 |
| 2019-12-31 | $734k | 8.8k | 83.85 |
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