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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.09M	Hold	9,886	–	–	0.1%	53
2026 Q1	$961K	Sell	9,886 -51	-0.5%	-$5.09K	0.1%	53
2025 Q4	$957K	Buy	9,937 +2,631	+36%	+$253K	0.09%	51
2025 Q3	$705K	Buy	+7,306	New	+$693K	0.07%	58
2020 Q1	–	Sell	-4,192	Closed	-$249K	–	58
2019 Q4	$249K	Sell	4,192 -1,808	-30%	-$104K	0.05%	54
2019 Q3	$336K	Buy	6,000 +1,808	+43%	+$101K	0.07%	48
2019 Q2	$234K	Hold	4,192	–	–	0.05%	53
2019 Q1	$226K	Buy	+4,192	New	+$217K	0.05%	49
2018 Q4	–	Sell	-5,032	Closed	-$277K	–	57
2018 Q3	$277K	Buy	+5,032	New	+$276K	0.06%	44

Other funds holding IWR

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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

FWTB

First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

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

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

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

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

Vista Capital Partners held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 9,886 shares worth $1.09M. The position accounts for 0.1% of the portfolio, ranked #53.

Vista Capital Partners first reported a position in IWR in Q3 2018 and has held it in 9 quarters since. 812 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Vista Capital Partners held 9,886 shares of iShares Russell Mid-Cap ETF worth $1.09M as of Q2 2026.
Vista Capital Partners left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.1% of Vista Capital Partners's portfolio in Q2 2026, its #53 holding.
Vista Capital Partners first reported a position in iShares Russell Mid-Cap ETF in Q3 2018 and has held it in 9 quarters since.
812 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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