Vista Capital Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$339K	Sell	2,312 -156	-6%	-$21.5K	0.03%	121
2026 Q1	$316K	Sell	2,468 -108	-4%	-$14.6K	0.03%	111
2025 Q4	$353K	Buy	2,576 +108	+4%	+$15.1K	0.03%	112
2025 Q3	$351K	Sell	2,468 -1,350	-35%	-$191K	0.04%	100
2025 Q2	$529K	Buy	3,818 +1,506	+65%	+$191K	0.06%	63
2025 Q1	$272K	Hold	2,312	–	–	0.03%	88
2024 Q4	$293K	Sell	2,312 -122	-5%	-$15.5K	0.03%	90
2024 Q3	$285K	Hold	2,434	–	–	0.03%	85
2024 Q2	$269K	Hold	2,434	–	–	0.03%	74
2024 Q1	$278K	Hold	2,434	–	–	0.03%	75
2023 Q4	$254K	Buy	2,434 +122	+5%	+$11.6K	0.03%	78
2023 Q3	$211K	Hold	2,312	–	–	0.03%	76
2023 Q2	$223K	Hold	2,312	–	–	0.03%	83
2023 Q1	$211K	Buy	+2,312	New	+$206K	0.03%	83
2022 Q4	–	Sell	-2,852	Closed	-$224K	–	83
2022 Q3	$224K	Hold	2,852	–	–	0.04%	70
2022 Q2	$226K	Hold	2,852	–	–	0.04%	72
2022 Q1	$287K	Hold	2,852	–	–	0.04%	66
2021 Q4	$329K	Hold	2,852	–	–	0.04%	67
2021 Q3	$320K	Hold	2,852	–	–	0.05%	62
2021 Q2	$323K	Hold	2,852	–	–	0.05%	56
2021 Q1	$291K	Sell	2,852 -106	-4%	-$11.1K	0.05%	54
2020 Q4	$304K	Sell	2,958 -186	-6%	-$17.7K	0.05%	52
2020 Q3	$272K	Hold	3,144	–	–	0.05%	53
2020 Q2	$249K	Sell	3,144 -600	-16%	-$43.5K	0.05%	51
2020 Q1	$227K	Hold	3,744	–	–	0.05%	45
2019 Q4	$285K	Buy	3,744 +600	+19%	+$44K	0.05%	51
2019 Q3	$222K	Hold	3,144	–	–	0.04%	59
2019 Q2	$224K	Hold	3,144	–	–	0.04%	55
2019 Q1	$213K	Buy	+3,144	New	+$202K	0.04%	52
2018 Q4	–	Sell	-3,144	Closed	-$213K	–	56
2018 Q3	$213K	Buy	+3,144	New	+$209K	0.04%	53

Other funds holding IWP

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

CFB

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

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

ZBNA

Zions Bancorporation, National Association Salt Lake City, Utah $1.67B AUM 27.3% 1-Year Est. Return

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

SGAM

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

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

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

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

Vista Capital Partners reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 6.3% in Q2 2026, selling an estimated $21.5K and leaving 2,312 shares worth $339K. The position accounts for 0.03% of the portfolio, ranked #121.

Vista Capital Partners first reported a position in IWP in Q3 2018 and has held it in 30 quarters since. The position peaked at $529K in Q2 2025. 591 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Vista Capital Partners held 2,312 shares of iShares Russell Mid-Cap Growth ETF worth $339K as of Q2 2026.
Vista Capital Partners sold 156 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $21.5K.
iShares Russell Mid-Cap Growth ETF made up 0.03% of Vista Capital Partners's portfolio in Q2 2026, its #121 holding.
Vista Capital Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2018 and has held it in 30 quarters since.
Vista Capital Partners's iShares Russell Mid-Cap Growth ETF position peaked at $529K in Q2 2025.
591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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