Vista Investment Partners’s iShares Russell 3000 ETF IWV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-800
Closed -$261K 158
2024
Q3
$261K Sell
800
-180
-18% -$58.8K 0.08% 133
2024
Q2
$302K Buy
+980
New +$302K 0.1% 125