ISHARES TR

Ticker: IVE CUSIP: 464287408 Class: S&P 500 VAL ETF

Vista Private Wealth Partners. LLC's Holding History (CIK: 0001657980)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 1,828 Value ($000) $357 Avg Close — Range —
Q3 2025
Shares 1,828 Value ($000) $357 Avg Close — Range —
Q2 2025
Shares 1,828 Value ($000) $357 Avg Close — Range —
Q1 2025
Shares 1,609 Value ($000) $307 Avg Close — Range —
Q4 2024
Shares 1,459 Value ($000) $279 Avg Close — Range —
Q3 2024
Shares 1,451 Value ($000) $286 Avg Close — Range —
Q2 2024
Shares 1,443 Value ($000) $263 Avg Close — Range —
Q1 2024
Shares 39,094 Value ($000) $3,596 Avg Close — Range —
Q4 2023
Shares 1,430 Value ($000) $248 Avg Close — Range —
Q3 2023
Shares 1,415 Value ($000) $216 Avg Close — Range —
Q2 2023
Shares 1,427 Value ($000) $230 Avg Close — Range —
Q1 2023
Shares 1,422 Value ($000) $216 Avg Close — Range —
Q4 2022
Shares 1,416 Value ($000) $205 Avg Close — Range —
Q3 2019
Shares 200 Value ($000) $23,726 Avg Close — Range —