Vista Investment Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.26M | Sell |
42,287
-689
| -2% | -$87.5K | 1.75% | 15 |
|
|
2025
Q4 | $5.16M | Buy |
42,976
+367
| +0.9% | +$43.9K | 1.7% | 15 |
|
|
2025
Q3 | $5.06M | Sell |
42,609
-126
| -0.3% | -$14.5K | 1.77% | 14 |
|
|
2025
Q2 | $4.67M | Buy |
42,735
+204
| +0.5% | +$21.1K | 1.73% | 13 |
|
|
2025
Q1 | $4.45M | Buy |
42,531
+365
| +0.9% | +$41.2K | 1.74% | 14 |
|
|
2024
Q4 | $4.86M | Sell |
42,166
-765
| -2% | -$91.4K | 1.84% | 12 |
|
|
2024
Q3 | $5.02M | Buy |
42,931
+315
| +0.7% | +$35.6K | 1.89% | 11 |
|
|
2024
Q2 | $4.55M | Buy |
42,616
+259
| +0.6% | +$27.7K | 1.84% | 12 |
|
|
2024
Q1 | $4.68M | Buy |
42,357
+367
| +0.9% | +$39K | 1.91% | 10 |
|
|
2023
Q4 | $4.55M | Buy |
41,990
+896
| +2% | +$86.4K | 2.11% | 9 |
|
|
2023
Q3 | $3.88M | Buy |
41,094
+555
| +1% | +$55.4K | 2.04% | 8 |
|
|
2023
Q2 | $4.04M | Buy |
40,539
+546
| +1% | +$52K | 2.05% | 8 |
|
|
2023
Q1 | $3.87M | Buy |
39,993
+1,375
| +4% | +$137K | 2.04% | 8 |
|
|
2022
Q4 | $3.65M | Buy |
38,618
+832
| +2% | +$79.8K | 2.09% | 8 |
|
|
2022
Q3 | $3.29M | Buy |
37,786
+406
| +1% | +$39.4K | 2.03% | 9 |
|
|
2022
Q2 | $3.45M | Buy |
37,380
+1,240
| +3% | +$123K | 2.09% | 9 |
|
|
2022
Q1 | $3.9M | Buy |
36,140
+1,476
| +4% | +$159K | 2.14% | 9 |
|
|
2021
Q4 | $3.97M | Buy |
34,664
+895
| +3% | +$102K | 2.15% | 9 |
|
|
2021
Q3 | $3.69M | Buy |
33,769
+1,263
| +4% | +$139K | 2.16% | 9 |
|
|
2021
Q2 | $3.67M | Buy |
32,506
+67
| +0.2% | +$7.47K | 2.17% | 9 |
|
|
2021
Q1 | $3.52M | Sell |
32,439
-8,397
| -21% | -$879K | 2.19% | 7 |
|
|
2020
Q4 | $3.75M | Buy |
40,836
+1,107
| +3% | +$90.9K | 2.52% | 4 |
|
|
2020
Q3 | $2.79M | Sell |
39,729
-348
| -0.9% | -$24.9K | 2.13% | 7 |
|
|
2020
Q2 | $2.74M | Buy |
40,077
+2,993
| +8% | +$189K | 2.35% | 5 |
|
|
2020
Q1 | $2.08M | Buy |
37,084
+13,864
| +60% | +$1.03M | 2.13% | 7 |
|
|
2019
Q4 | $1.95M | Buy |
23,220
+113
| +0.5% | +$9.09K | 1.46% | 17 |
|
|
2019
Q3 | $1.8M | Buy |
23,107
+216
| +0.9% | +$16.7K | 1.48% | 19 |
|
|
2019
Q2 | $1.79M | Buy |
22,891
+506
| +2% | +$39.3K | 1.52% | 20 |
|
|
2019
Q1 | $1.73M | Sell |
22,385
-452
| -2% | -$34.7K | 1.51% | 19 |
|
|
2018
Q4 | $1.58M | Sell |
22,837
-199
| -0.9% | -$15.4K | 1.63% | 12 |
|
|
2018
Q3 | $2.01M | Sell |
23,036
-249
| -1% | -$21.8K | 1.78% | 8 |
|
|
2018
Q2 | $1.94M | Sell |
23,285
-100
| -0.4% | -$8.15K | 1.9% | 6 |
|
|
2018
Q1 | $1.8M | Sell |
23,385
-2,754
| -11% | -$214K | 1.89% | 7 |
|
|
2017
Q4 | $2.01M | Buy |
+26,139
| New | +$1.97M | 2.1% | 6 |
|
Other funds holding IJR
Vista Investment Management's IJR Position: Q1 2026 in Review
Vista Investment Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 1.6% in Q1 2026, selling an estimated $87.5K and leaving 42,287 shares worth $5.26M. The position accounts for 1.75% of the portfolio, ranked #15.
Vista Investment Management first reported a position in IJR in Q4 2017 and has held it in 34 quarters since. 2,736 funds tracked by Wall St. Rank hold IJR as of Q1 2026.
- Vista Investment Management held 42,287 shares of iShares Core S&P Small-Cap ETF worth $5.26M as of Q1 2026.
- Vista Investment Management sold 689 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $87.5K.
- iShares Core S&P Small-Cap ETF made up 1.75% of Vista Investment Management's portfolio in Q1 2026, its #15 holding.
- Vista Investment Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2017 and has held it in 34 quarters since.
- 2,736 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.
Based on Vista Investment Management's 13F filing for Q1 2026, filed 15 May 2026.