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iShares S&P 1500 Index Fund shares owned by Vista Wealth Management Group

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Vista Wealth Management Group from 13F filings

Historical chart of Vista Wealth Management Group investment in iShares S&P 1500 Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 1500 Index Fund held by Vista Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 1500 Index Fund by Vista Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $560k 4.9k 115.30
2023-12-31 $511k 4.9k 105.23
2023-09-30 $458k 4.9k 94.19
2023-06-30 $476k 4.9k 97.84
2023-03-31 $440k 4.9k 90.55

More positions owned by Vista Wealth Management Group

Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl High Profit (DIHP)
American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Nu Hldgs Ord Shs Cl A (NU)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust Us Real Estate E (DFAR)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Doordash Cl A (DASH)
Snowflake Cl A (SNOW)
Ccc Intelligent Solutions Holdings (CCCS)
Datadog Cl A Com (DDOG)
NVIDIA Corporation (NVDA)
Procore Technologies (PCOR)

View all positions for Vista Wealth Management Group

Top funds holding iShares S&P 1500 Index Fund

Wells Fargo & Company
BlackRock
Betterment
Morgan Stanley
Alliancebernstein
Charles Schwab Investment Management
Bank of America Corporation
Wealthfront Advisers
LPL Financial
SigFig Wealth Management
Ronald Blue Trust
Ballentine Partners
Buckingham Asset Management
Cisco Systems
Parallel Advisors

View all funds holding iShares S&P 1500 Index Fund