Vista Capital Partners’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $822K | Hold |
2,420
| – | – | 0.09% | 40 |
|
|
2025
Q1 | $742K | Hold |
2,420
| – | – | 0.09% | 42 |
|
|
2024
Q4 | $780K | Sell |
2,420
-25
| -1% | -$8.05K | 0.09% | 40 |
|
|
2024
Q3 | $769K | Buy |
2,445
+1,263
| +107% | +$397K | 0.09% | 40 |
|
|
2024
Q2 | $352K | Hold |
1,182
| – | – | 0.04% | 64 |
|
|
2024
Q1 | $340K | Hold |
1,182
| – | – | 0.04% | 66 |
|
|
2023
Q4 | $310K | Hold |
1,182
| – | – | 0.04% | 66 |
|
|
2023
Q3 | $278K | Sell |
1,182
-49
| -4% | -$11.5K | 0.04% | 64 |
|
|
2023
Q2 | $300K | Hold |
1,231
| – | – | 0.04% | 69 |
|
|
2023
Q1 | $277K | Hold |
1,231
| – | – | 0.04% | 72 |
|
|
2022
Q4 | $259K | Hold |
1,231
| – | – | 0.04% | 67 |
|
|
2022
Q3 | $243K | Hold |
1,231
| – | – | 0.04% | 65 |
|
|
2022
Q2 | $256K | Hold |
1,231
| – | – | 0.04% | 66 |
|
|
2022
Q1 | $308K | Buy |
1,231
+49
| +4% | +$12.3K | 0.04% | 63 |
|
|
2021
Q4 | $313K | Hold |
1,182
| – | – | 0.04% | 71 |
|
|
2021
Q3 | $286K | Hold |
1,182
| – | – | 0.04% | 64 |
|
|
2021
Q2 | $286K | Hold |
1,182
| – | – | 0.04% | 61 |
|
|
2021
Q1 | $265K | Hold |
1,182
| – | – | 0.04% | 55 |
|
|
2020
Q4 | $250K | Hold |
1,182
| – | – | 0.04% | 59 |
|
|
2020
Q3 | $221K | Hold |
1,182
| – | – | 0.04% | 58 |
|
|
2020
Q2 | $203K | Buy |
+1,182
| New | +$203K | 0.04% | 59 |
|
|
2019
Q4 | – | Sell |
-2,900
| Closed | -$477K | – | 65 |
|
|
2019
Q3 | $477K | Buy |
+2,900
| New | +$477K | 0.09% | 40 |
|