Vista Capital Partners’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.34M | Hold |
3,822
| – | – | 0.15% | 32 |
|
2025
Q1 | $1.21M | Hold |
3,822
| – | – | 0.15% | 27 |
|
2024
Q4 | $1.28M | Sell |
3,822
-204
| -5% | -$68.2K | 0.15% | 27 |
|
2024
Q3 | $1.32M | Hold |
4,026
| – | – | 0.15% | 27 |
|
2024
Q2 | $1.24M | Hold |
4,026
| – | – | 0.15% | 26 |
|
2024
Q1 | $1.21M | Hold |
4,026
| – | – | 0.15% | 26 |
|
2023
Q4 | $1.1M | Hold |
4,026
| – | – | 0.15% | 27 |
|
2023
Q3 | $987K | Hold |
4,026
| – | – | 0.15% | 26 |
|
2023
Q2 | $1.02M | Hold |
4,026
| – | – | 0.14% | 26 |
|
2023
Q1 | $948K | Hold |
4,026
| – | – | 0.14% | 26 |
|
2022
Q4 | $888K | Hold |
4,026
| – | – | 0.14% | 25 |
|
2022
Q3 | $834K | Hold |
4,026
| – | – | 0.14% | 26 |
|
2022
Q2 | $875K | Hold |
4,026
| – | – | 0.14% | 27 |
|
2022
Q1 | $1.06M | Hold |
4,026
| – | – | 0.14% | 26 |
|
2021
Q4 | $1.12M | Hold |
4,026
| – | – | 0.14% | 24 |
|
2021
Q3 | $1.03M | Hold |
4,026
| – | – | 0.15% | 22 |
|
2021
Q2 | $1.03M | Hold |
4,026
| – | – | 0.15% | 20 |
|
2021
Q1 | $955K | Hold |
4,026
| – | – | 0.15% | 23 |
|
2020
Q4 | $900K | Hold |
4,026
| – | – | 0.15% | 22 |
|
2020
Q3 | $788K | Hold |
4,026
| – | – | 0.14% | 22 |
|
2020
Q2 | $725K | Sell |
4,026
-821
| -17% | -$148K | 0.14% | 23 |
|
2020
Q1 | $718K | Hold |
4,847
| – | – | 0.17% | 23 |
|
2019
Q4 | $913K | Buy |
4,847
+731
| +18% | +$138K | 0.17% | 23 |
|
2019
Q3 | $715K | Hold |
4,116
| – | – | 0.14% | 34 |
|
2019
Q2 | $709K | Hold |
4,116
| – | – | 0.14% | 34 |
|
2019
Q1 | $686K | Hold |
4,116
| – | – | 0.14% | 27 |
|
2018
Q4 | $604K | Hold |
4,116
| – | – | 0.14% | 24 |
|
2018
Q3 | $709K | Hold |
4,116
| – | – | 0.15% | 27 |
|
2018
Q2 | $667K | Hold |
4,116
| – | – | 0.14% | 24 |
|
2018
Q1 | $643K | Hold |
4,116
| – | – | 0.15% | 23 |
|
2017
Q4 | $651K | Hold |
4,116
| – | – | 0.15% | 21 |
|
2017
Q3 | $614K | Hold |
4,116
| – | – | 0.15% | 19 |
|
2017
Q2 | $593K | Hold |
4,116
| – | – | 0.15% | 21 |
|
2017
Q1 | $576K | Hold |
4,116
| – | – | 0.15% | 21 |
|
2016
Q4 | $547K | Buy |
+4,116
| New | +$547K | 0.15% | 21 |
|