iShares S&P 1500 Index Fund shares owned by Vista Wealth Management Group
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Vista Wealth Management Group
from 13F filings
Historical chart of Vista Wealth Management Group investment in iShares S&P 1500 Index Fund
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 1500 Index Fund held by Vista Wealth Management Group consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 1500 Index Fund by Vista Wealth Management Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $561k | 4.4k | 128.62 |
2024-09-30 | $557k | 4.4k | 125.62 |
2024-06-30 | $550k | 4.6k | 118.78 |
2024-03-31 | $560k | 4.9k | 115.30 |
2023-12-31 | $511k | 4.9k | 105.23 |
2023-09-30 | $458k | 4.9k | 94.19 |
2023-06-30 | $476k | 4.9k | 97.84 |
2023-03-31 | $440k | 4.9k | 90.55 |
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