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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.24M	Sell	9,239 -240	-3%	-$55.9K	0.2%	30
2026 Q1	$2.03M	Hold	9,479	–	–	0.2%	27
2025 Q4	$1.99M	Buy	9,479 +1,632	+21%	+$337K	0.2%	29
2025 Q3	$1.6M	Sell	7,847 -2,757	-26%	-$548K	0.16%	30
2025 Q2	$2.06M	Buy	10,604 +2,997	+39%	+$555K	0.23%	24
2025 Q1	$1.43M	Hold	7,607	–	–	0.17%	22
2024 Q4	$1.41M	Hold	7,607	–	–	0.16%	26
2024 Q3	$1.44M	Hold	7,607	–	–	0.17%	25
2024 Q2	$1.33M	Hold	7,607	–	–	0.16%	25
2024 Q1	$1.36M	Hold	7,607	–	–	0.17%	24
2023 Q4	$1.26M	Hold	7,607	–	–	0.17%	24
2023 Q3	$1.15M	Sell	7,607 -1,992	-21%	-$316K	0.17%	24
2023 Q2	$1.52M	Hold	9,599	–	–	0.21%	19
2023 Q1	$1.46M	Hold	9,599	–	–	0.22%	17
2022 Q4	$1.46M	Sell	9,599 -1,061	-10%	-$159K	0.23%	18
2022 Q3	$1.45M	Hold	10,660	–	–	0.25%	13
2022 Q2	$1.54M	Hold	10,660	–	–	0.25%	14
2022 Q1	$1.77M	Hold	10,660	–	–	0.23%	16
2021 Q4	$1.79M	Hold	10,660	–	–	0.23%	15
2021 Q3	$1.67M	Buy	10,660 +5,924	+125%	+$950K	0.24%	15
2021 Q2	$751K	Hold	4,736	–	–	0.11%	32
2021 Q1	$718K	Hold	4,736	–	–	0.11%	32
2020 Q4	$648K	Sell	4,736 -152	-3%	-$19.5K	0.11%	31
2020 Q3	$577K	Hold	4,888	–	–	0.1%	34
2020 Q2	$550K	Sell	4,888 -178	-4%	-$19.6K	0.11%	34
2020 Q1	$502K	Sell	5,066 -271	-5%	-$33.8K	0.12%	32
2019 Q4	$728K	Sell	5,337 -450	-8%	-$59.3K	0.14%	32
2019 Q3	$742K	Hold	5,787	–	–	0.15%	31
2019 Q2	$736K	Sell	5,787 -210	-4%	-$26.3K	0.15%	29
2019 Q1	$740K	Hold	5,997	–	–	0.15%	25
2018 Q4	$665K	Hold	5,997	–	–	0.16%	23
2018 Q3	$759K	Buy	5,997 +271	+5%	+$34K	0.16%	23
2018 Q2	$695K	Buy	5,726 +1,861	+48%	+$226K	0.15%	23
2018 Q1	$464K	Hold	3,865	–	–	0.11%	34
2017 Q4	$481K	Hold	3,865	–	–	0.11%	32
2017 Q3	$458K	Hold	3,865	–	–	0.11%	28
2017 Q2	$450K	Hold	3,865	–	–	0.11%	28
2017 Q1	$444K	Hold	3,865	–	–	0.12%	29
2016 Q4	$433K	Hold	3,865	–	–	0.12%	32
2016 Q3	$408K	Hold	3,865	–	–	0.12%	29
2016 Q2	$399K	Hold	3,865	–	–	0.12%	23
2016 Q1	$382K	Hold	3,865	–	–	0.12%	24
2015 Q4	$378K	Hold	3,865	–	–	0.12%	22
2015 Q3	$361K	Hold	3,865	–	–	0.12%	23
2015 Q2	$399K	Hold	3,865	–	–	0.13%	23
2015 Q1	$398K	Hold	3,865	–	–	0.12%	25
2014 Q4	$404K	Hold	3,865	–	–	0.13%	26
2014 Q3	$387K	Hold	3,865	–	–	0.13%	24
2014 Q2	$391K	Sell	3,865 -100	-3%	-$9.81K	0.13%	28
2014 Q1	$383K	Hold	3,965	–	–	0.13%	28
2013 Q4	$373K	Hold	3,965	–	–	0.13%	26
2013 Q3	$342K	Hold	3,965	–	–	0.13%	27
2013 Q2	$332K	Buy	+3,965	New	+$330K	0.13%	30

Other funds holding IWD

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

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

Vista Capital Partners reduced its iShares Russell 1000 Value ETF (IWD) stake by 2.5% in Q2 2026, selling an estimated $55.9K and leaving 9,239 shares worth $2.24M. The position accounts for 0.2% of the portfolio, ranked #30.

Vista Capital Partners first reported a position in IWD in Q2 2013 and has held it in 53 quarters since. 1,000 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Vista Capital Partners held 9,239 shares of iShares Russell 1000 Value ETF worth $2.24M as of Q2 2026.
Vista Capital Partners sold 240 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $55.9K.
iShares Russell 1000 Value ETF made up 0.2% of Vista Capital Partners's portfolio in Q2 2026, its #30 holding.
Vista Capital Partners first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and has held it in 53 quarters since.
1,000 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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