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

Vista Capital Partners’s Portfolio IJR Stock Details IJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.28M	Sell	8,604 -546	-6%	-$74.9K	0.11%	49
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

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Vista Capital Partners's IJR Position: Q2 2026 in Review

Vista Capital Partners reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 6% in Q2 2026, selling an estimated $74.9K and leaving 8,604 shares worth $1.28M. The position accounts for 0.11% of the portfolio, ranked #49.

Vista Capital Partners first reported a position in IJR in Q2 2018 and has held it in 33 quarters since. 2,847 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Vista Capital Partners held 8,604 shares of iShares Core S&P Small-Cap ETF worth $1.28M as of Q2 2026.
Vista Capital Partners sold 546 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $74.9K.
iShares Core S&P Small-Cap ETF made up 0.11% of Vista Capital Partners's portfolio in Q2 2026, its #49 holding.
Vista Capital Partners first reported a position in iShares Core S&P Small-Cap ETF in Q2 2018 and has held it in 33 quarters since.
2,847 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Vista Capital Partners's 13F filing for Q2 2026, filed 24 Jul 2026.