iShares Russell 2000 Index shares owned by Vista Wealth Management Group
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Vista Wealth Management Group
from 13F filings
Historical chart of Vista Wealth Management Group investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Vista Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.2M | 15k | 210.30 |
| 2023-12-31 | $3.1M | 15k | 200.71 |
| 2023-09-30 | $2.7M | 16k | 176.74 |
| 2023-06-30 | $2.9M | 16k | 187.27 |
| 2023-03-31 | $2.8M | 16k | 178.40 |
| 2022-12-31 | $2.8M | 16k | 174.36 |
| 2022-09-30 | $2.7M | 16k | 173.43 |
| 2022-06-30 | $2.6M | 15k | 171.34 |
| 2022-03-31 | $3.2M | 16k | 205.28 |
| 2021-12-31 | $4.3M | 19k | 222.44 |
| 2021-09-30 | $4.2M | 19k | 218.73 |
| 2021-06-30 | $4.4M | 19k | 229.34 |
| 2021-03-31 | $4.3M | 19k | 220.93 |
| 2020-12-31 | $3.8M | 19k | 196.08 |
| 2020-09-30 | $2.9M | 19k | 149.76 |
| 2020-06-30 | $3.8M | 27k | 143.15 |
| 2020-03-31 | $2.1M | 19k | 114.47 |
| 2019-12-31 | $3.2M | 19k | 165.68 |
More positions owned by Vista Wealth Management Group
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