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	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.06M	Buy	10,604 +2,997	+39%	+$582K	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%	-$302K	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%	-$161K	0.23%	18
2022 Q3	$1.45M	Hold	10,660	–	–	0.25%	13
2022 Q2	$1.55M	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%	+$927K	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%	-$20.8K	0.11%	31
2020 Q3	$577K	Hold	4,888	–	–	0.1%	34
2020 Q2	$550K	Sell	4,888 -178	-4%	-$20K	0.11%	34
2020 Q1	$502K	Sell	5,066 -271	-5%	-$26.9K	0.12%	32
2019 Q4	$728K	Sell	5,337 -450	-8%	-$61.4K	0.14%	32
2019 Q3	$742K	Hold	5,787	–	–	0.15%	31
2019 Q2	$736K	Sell	5,787 -210	-4%	-$26.7K	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%	+$34.3K	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%	-$10.1K	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	+$332K	0.13%	30