iShares S&P 500 Index shares owned by Vista Wealth Management Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Vista Wealth Management Group
from 13F filings
Historical chart of Vista Wealth Management Group investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Vista Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $843k | 1.5k | 561.90 |
| 2024-12-31 | $868k | 1.5k | 588.68 |
| 2024-09-30 | $901k | 1.6k | 576.82 |
| 2024-06-30 | $933k | 1.7k | 547.23 |
| 2024-03-31 | $1.1M | 2.1k | 525.73 |
| 2023-12-31 | $983k | 2.1k | 477.63 |
| 2023-09-30 | $886k | 2.1k | 429.43 |
| 2023-06-30 | $945k | 2.1k | 445.71 |
| 2023-03-31 | $1.0M | 2.5k | 411.08 |
| 2022-12-31 | $975k | 2.5k | 384.21 |
| 2022-09-30 | $942k | 2.5k | 380.30 |
| 2022-06-30 | $1.0M | 2.7k | 380.79 |
| 2022-03-31 | $1.0M | 2.3k | 453.66 |
| 2021-12-31 | $1.1M | 2.3k | 477.05 |
| 2021-09-30 | $976k | 2.3k | 430.71 |
| 2021-06-30 | $946k | 2.2k | 429.80 |
| 2021-03-31 | $876k | 2.2k | 398.00 |
| 2020-12-31 | $766k | 2.0k | 375.49 |
| 2020-09-30 | $553k | 1.6k | 335.76 |
| 2020-06-30 | $726k | 2.3k | 309.86 |
| 2020-03-31 | $351k | 1.4k | 258.28 |
| 2019-12-31 | $336k | 1.0k | 323.70 |
More positions owned by Vista Wealth Management Group
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