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iShares Russell 1000 Value Index shares owned by Vista Private Wealth Partners

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Vista Private Wealth Partners from 13F filings

Historical chart of Vista Private Wealth Partners investment in iShares Russell 1000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 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 Russell 1000 Value Index by Vista Private Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $59k 316 185.35
2024-09-30 $60k 315 189.63
2024-06-30 $55k 313 174.49
2019-09-30 $36k 281 127.60

More positions owned by Vista Private Wealth Partners

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Ibonds 25 Trm Ts (IBTF)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Ibonds 26 Trm Ts (IBTG)
Ishares Tr Ibonds 28 Trm Ts (IBTI)
Ishares Tr Ibonds 27 Trm Ts (IBTH)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Ishares Tr Hdg Msci Eafe (HEFA)
Ishares Tr Ibonds 29 Trm Ts (IBTJ)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Us Sml Cap Eqt (SMLF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr S&p Mc 400gr Etf (IJK)

View all positions for Vista Private Wealth Partners

Top funds holding iShares Russell 1000 Value Index

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UBS Group
Envestnet Asset Management
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Wells Fargo & Company
Northern Trust
LPL Financial
Prudential Financial
M^T Bank Corporation
Pnc Financial Services

View all funds holding iShares Russell 1000 Value Index