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Vista Capital Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Vista Capital Partners’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.3M Hold
4,340
– – 0.11% 48
2026
Q1 		$1.08M Buy
4,340
+410
+10% +$106K 0.11% 49
2025
Q4 		$967K Buy
3,930
+153
+4% +$37.6K 0.1% 49
2025
Q3 		$914K Hold
3,777
– – 0.09% 47
2025
Q2 		$815K Hold
3,777
– – 0.09% 43
2025
Q1 		$753K Hold
3,777
– – 0.09% 40
2024
Q4 		$835K Hold
3,777
– – 0.1% 35
2024
Q3 		$834K Buy
3,777
+656
+21% +$140K 0.1% 33
2024
Q2 		$633K Hold
3,121
– – 0.08% 40
2024
Q1 		$656K Hold
3,121
– – 0.08% 33
2023
Q4 		$626K Hold
3,121
– – 0.08% 38
2023
Q3 		$552K Sell
3,121
-1,285
-29% -$241K 0.08% 38
2023
Q2 		$825K Hold
4,406
– – 0.11% 30
2023
Q1 		$786K Buy
4,406
+1,285
+41% +$237K 0.12% 30
2022
Q4 		$544K Hold
3,121
– – 0.08% 40
2022
Q3 		$515K Hold
3,121
– – 0.09% 36
2022
Q2 		$529K Hold
3,121
– – 0.09% 35
2022
Q1 		$641K Sell
3,121
-836
-21% -$171K 0.08% 36
2021
Q4 		$880K Hold
3,957
– – 0.11% 31
2021
Q3 		$866K Buy
3,957
+2,646
+202% +$587K 0.12% 29
2021
Q2 		$301K Buy
1,311
+160
+14% +$36K 0.04% 60
2021
Q1 		$254K Sell
1,151
-310
-21% -$67.7K 0.04% 56
2020
Q4 		$286K Sell
1,461
-378
-21% -$66.1K 0.05% 53
2020
Q3 		$275K Hold
1,839
– – 0.05% 52
2020
Q2 		$263K Buy
1,839
+1
+0.1% +$131 0.05% 49
2020
Q1 		$210K Sell
1,838
-1,047
-36% -$156K 0.05% 46
2019
Q4 		$478K Sell
2,885
-403
-12% -$63.7K 0.09% 39
2019
Q3 		$498K Buy
3,288
+402
+14% +$61.4K 0.1% 38
2019
Q2 		$449K Buy
2,886
+1
+0% +$154 0.09% 42
2019
Q1 		$441K Hold
2,885
– – 0.09% 36
2018
Q4 		$386K Sell
2,885
-102
-3% -$15.2K 0.09% 36
2018
Q3 		$503K Buy
2,987
+203
+7% +$34.3K 0.1% 37
2018
Q2 		$456K Sell
2,784
-1
-0% -$160 0.1% 35
2018
Q1 		$423K Sell
2,785
-118
-4% -$18.2K 0.1% 36
2017
Q4 		$443K Buy
2,903
+610
+27% +$91.6K 0.1% 34
2017
Q3 		$340K Hold
2,293
– – 0.08% 35
2017
Q2 		$323K Hold
2,293
– – 0.08% 35
2017
Q1 		$315K Hold
2,293
– – 0.08% 35
2016
Q4 		$309K Buy
2,293
+311
+16% +$39.7K 0.08% 39
2016
Q3 		$246K Buy
+1,982
New +$241K 0.07% 44
2014
Q3 		– Sell
-2,175
Closed -$258K – 42
2014
Q2 		$258K Hold
2,175
– – 0.08% 38
2014
Q1 		$253K Hold
2,175
– – 0.09% 36
2013
Q4 		$251K Hold
2,175
– – 0.09% 38
2013
Q3 		$232K Hold
2,175
– – 0.09% 37
2013
Q2 		$211K Buy
+2,175
New +$208K 0.08% 38

Other funds holding IWM

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

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

Vista Capital Partners held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 4,340 shares worth $1.3M. The position accounts for 0.11% of the portfolio, ranked #48.

Vista Capital Partners first reported a position in IWM in Q2 2013 and has held it in 45 quarters since. 1,115 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Vista Capital Partners held 4,340 shares of iShares Russell 2000 ETF worth $1.3M as of Q2 2026.
  • Vista Capital Partners left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 ETF made up 0.11% of Vista Capital Partners's portfolio in Q2 2026, its #48 holding.
  • Vista Capital Partners first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 45 quarters since.
  • 1,115 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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