iShares S&P 500 Value Index shares owned by Vista Private Wealth Partners
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Vista Private Wealth Partners
from 13F filings
Historical chart of Vista Private Wealth Partners investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value 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 500 Value Index by Vista Private Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $357k | 1.8k | 195.43 |
| 2025-06-30 | $357k | 1.8k | 195.43 |
| 2025-03-31 | $307k | 1.6k | 190.57 |
| 2024-12-31 | $279k | 1.5k | 190.90 |
| 2024-09-30 | $286k | 1.5k | 197.18 |
| 2024-06-30 | $263k | 1.4k | 181.97 |
| 2024-03-31 | $3.5M | 39k | 88.52 |
| 2023-09-30 | $216k | 1.4k | 152.40 |
| 2023-06-30 | $230k | 1.4k | 161.28 |
| 2023-03-31 | $216k | 1.4k | 152.15 |
| 2022-12-31 | $205k | 1.4k | 145.05 |
| 2019-09-30 | $24k | 200 | 118.63 |
More positions owned by Vista Private Wealth Partners
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