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iShares Russell 3000 Index shares owned by Vista Private Wealth Partners

Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Vista Private Wealth Partners from 13F filings

Historical chart of Vista Private Wealth Partners investment in iShares Russell 3000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 3000 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 3000 Index by Vista Private Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $46k 137 334.01
2024-09-30 $45k 136 327.90
2024-06-30 $42k 136 308.76
2019-09-30 $79k 457 173.36