Vista Capital Partners’s iShares S&P 500 Value ETF IVE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,069	Closed	-$227K	–	163
2025 Q4	$227K	Buy	1,069 +22	+2%	+$4.61K	0.02%	138
2025 Q3	$216K	Hold	1,047	–	–	0.02%	132
2025 Q2	$205K	Buy	+1,047	New	+$195K	0.02%	122
2021 Q4	–	Sell	-1,384	Closed	-$201K	–	96
2021 Q3	$201K	Hold	1,384	–	–	0.03%	77
2021 Q2	$204K	Buy	+1,384	New	+$204K	0.03%	72
2018 Q4	–	Sell	-1,803	Closed	-$209K	–	55
2018 Q3	$209K	Sell	1,803 -231	-11%	-$26.5K	0.04%	55
2018 Q2	$224K	Hold	2,034	–	–	0.05%	50
2018 Q1	$222K	Sell	2,034 -68	-3%	-$7.77K	0.05%	50
2017 Q4	$240K	Hold	2,102	–	–	0.05%	47
2017 Q3	$227K	Hold	2,102	–	–	0.05%	49
2017 Q2	$221K	Sell	2,102 -550	-21%	-$57.3K	0.06%	48
2017 Q1	$276K	Buy	+2,652	New	+$276K	0.07%	41

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Vista Capital Partners's IVE Position: Q1 2026 in Review

Vista Capital Partners sold out of iShares S&P 500 Value ETF (IVE) in Q1 2026, closing a stake of 1,069 shares — an estimated $227K sold.

Vista Capital Partners first reported a position in IVE in Q1 2017 and held it in 12 quarters. The position peaked at $276K in Q1 2017. 1,707 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

Vista Capital Partners reported no remaining iShares S&P 500 Value ETF position as of Q1 2026 after selling out during the quarter.
Vista Capital Partners sold 1,069 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $227K.
Vista Capital Partners first reported a position in iShares S&P 500 Value ETF in Q1 2017 and held it in 12 quarters.
Vista Capital Partners's iShares S&P 500 Value ETF position peaked at $276K in Q1 2017.
1,707 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Vista Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.