Vista Capital Partners’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.14M	Sell	9,150 -415	-4%	-$52.7K	0.11%	47
2025 Q4	$1.15M	Sell	9,565 -73	-0.8%	-$8.73K	0.11%	41
2025 Q3	$1.15M	Buy	9,638 +3,776	+64%	+$434K	0.12%	39
2025 Q2	$641K	Buy	5,862 +906	+18%	+$93.7K	0.07%	55
2025 Q1	$518K	Hold	4,956	–	–	0.06%	55
2024 Q4	$571K	Sell	4,956 -550	-10%	-$65.7K	0.07%	53
2024 Q3	$644K	Sell	5,506 -326	-6%	-$36.8K	0.07%	50
2024 Q2	$622K	Buy	5,832 +679	+13%	+$72.6K	0.08%	42
2024 Q1	$570K	Hold	5,153	–	–	0.07%	42
2023 Q4	$558K	Sell	5,153 -308	-6%	-$29.7K	0.07%	45
2023 Q3	$515K	Buy	5,461 +51	+0.9%	+$5.09K	0.08%	41
2023 Q2	$539K	Sell	5,410 -69	-1%	-$6.57K	0.07%	46
2023 Q1	$530K	Sell	5,479 -58	-1%	-$5.8K	0.08%	43
2022 Q4	$524K	Hold	5,537	–	–	0.08%	42
2022 Q3	$483K	Hold	5,537	–	–	0.08%	37
2022 Q2	$512K	Buy	5,537 +301	+6%	+$29.9K	0.08%	37
2022 Q1	$565K	Hold	5,236	–	–	0.07%	40
2021 Q4	$600K	Hold	5,236	–	–	0.08%	39
2021 Q3	$572K	Hold	5,236	–	–	0.08%	41
2021 Q2	$592K	Sell	5,236 -72	-1%	-$8.03K	0.09%	37
2021 Q1	$576K	Hold	5,308	–	–	0.09%	38
2020 Q4	$488K	Hold	5,308	–	–	0.08%	37
2020 Q3	$373K	Hold	5,308	–	–	0.07%	41
2020 Q2	$362K	Sell	5,308 -3,410	-39%	-$215K	0.07%	39
2020 Q1	$489K	Sell	8,718 -1,748	-17%	-$130K	0.12%	33
2019 Q4	$877K	Sell	10,466 -85	-0.8%	-$6.84K	0.16%	25
2019 Q3	$821K	Hold	10,551	–	–	0.16%	25
2019 Q2	$826K	Buy	10,551 +7,471	+243%	+$580K	0.16%	24
2019 Q1	$237K	Hold	3,080	–	–	0.05%	45
2018 Q4	$213K	Hold	3,080	–	–	0.05%	49
2018 Q3	$269K	Hold	3,080	–	–	0.06%	46
2018 Q2	$257K	Buy	+3,080	New	+$251K	0.06%	42