Vista Capital Partners’s iShares Russell 3000 ETF IWV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.57M	Hold	3,690	–	–	0.14%	41
2026 Q1	$1.37M	Sell	3,690 -132	-3%	-$51.1K	0.14%	40
2025 Q4	$1.48M	Hold	3,822	–	–	0.15%	37
2025 Q3	$1.45M	Hold	3,822	–	–	0.15%	34
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%	-$68.7K	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%	-$139K	0.14%	23
2020 Q1	$718K	Hold	4,847	–	–	0.17%	23
2019 Q4	$913K	Buy	4,847 +731	+18%	+$132K	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	+$534K	0.15%	21

Other funds holding IWV

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return

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

CWM

Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

FWM

FFT Wealth Management Philadelphia, Pennsylvania $638M AUM 21.7% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

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

Vista Capital Partners held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 3,690 shares worth $1.57M. The position accounts for 0.14% of the portfolio, ranked #41.

Vista Capital Partners first reported a position in IWV in Q4 2016 and has held it in 39 quarters since. 424 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Vista Capital Partners held 3,690 shares of iShares Russell 3000 ETF worth $1.57M as of Q2 2026.
Vista Capital Partners left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up 0.14% of Vista Capital Partners's portfolio in Q2 2026, its #41 holding.
Vista Capital Partners first reported a position in iShares Russell 3000 ETF in Q4 2016 and has held it in 39 quarters since.
424 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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