Vista Capital Partners’s iShares Russell 1000 ETF IWB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.37M	Hold	5,779	–	–	0.21%	27
2026 Q1	$2.06M	Sell	5,779 -247	-4%	-$92K	0.21%	26
2025 Q4	$2.25M	Buy	6,026 +3,606	+149%	+$1.34M	0.22%	26
2025 Q3	$884K	Hold	2,420	–	–	0.09%	48
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%	-$8.1K	0.09%	40
2024 Q3	$769K	Buy	2,445 +1,263	+107%	+$382K	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%	-$12K	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%	+$12.1K	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	+$191K	0.04%	59
2019 Q4	–	Sell	-2,900	Closed	-$477K	–	65
2019 Q3	$477K	Buy	+2,900	New	+$476K	0.09%	40

Other funds holding IWB

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

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

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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Vista Capital Partners held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 5,779 shares worth $2.37M. The position accounts for 0.21% of the portfolio, ranked #27.

Vista Capital Partners first reported a position in IWB in Q3 2019 and has held it in 26 quarters since. 1,545 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Vista Capital Partners held 5,779 shares of iShares Russell 1000 ETF worth $2.37M as of Q2 2026.
Vista Capital Partners left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.21% of Vista Capital Partners's portfolio in Q2 2026, its #27 holding.
Vista Capital Partners first reported a position in iShares Russell 1000 ETF in Q3 2019 and has held it in 26 quarters since.
1,545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

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