iShares Russell 1000 Index shares owned by Vista Wealth Management Group
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Vista Wealth Management Group
from 13F filings
Historical chart of Vista Wealth Management Group investment in iShares Russell 1000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 1000 Index 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 Russell 1000 Index by Vista Wealth Management Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $1.6M | 5.0k | 314.37 |
2024-06-30 | $1.5M | 5.0k | 297.52 |
2024-03-31 | $1.4M | 5.0k | 288.01 |
2023-12-31 | $1.3M | 5.0k | 262.24 |
2023-09-30 | $1.2M | 5.0k | 234.89 |
2023-06-30 | $1.2M | 5.1k | 243.72 |
2023-03-31 | $1.2M | 5.2k | 225.21 |
2022-12-31 | $1.1M | 5.3k | 210.51 |
2022-09-30 | $1.1M | 5.3k | 208.39 |
2022-06-30 | $1.1M | 5.4k | 208.80 |
2022-03-31 | $1.4M | 5.4k | 250.14 |
2021-12-31 | $1.5M | 5.5k | 264.37 |
2021-09-30 | $1.3M | 5.5k | 241.67 |
2021-06-30 | $1.4M | 5.7k | 242.15 |
2021-03-31 | $1.3M | 5.7k | 223.79 |
2020-12-31 | $1.2M | 5.7k | 211.79 |
2020-09-30 | $1.1M | 5.7k | 187.08 |
2020-06-30 | $973k | 5.7k | 171.73 |
2020-03-31 | $935k | 6.6k | 141.60 |
2019-12-31 | $1.2M | 6.6k | 178.46 |
More positions owned by Vista Wealth Management Group
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