Vista Capital Partners »

iShares S&P SmallCap 600 Index shares owned by Vista Capital Partners

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Vista Capital Partners from 13F filings

Historical chart of Vista Capital Partners investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index held by Vista Capital Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P SmallCap 600 Index by Vista Capital Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $570k 5.2k 110.52
2023-12-31 $558k 5.2k 108.25
2023-09-30 $515k 5.5k 94.33
2023-06-30 $539k 5.4k 99.65
2023-03-31 $530k 5.5k 96.70
2022-12-31 $524k 5.5k 94.64
2022-09-30 $483k 5.5k 87.23
2022-06-30 $512k 5.5k 92.47
2022-03-31 $565k 5.2k 107.91
2021-12-31 $600k 5.2k 114.59
2021-09-30 $572k 5.2k 109.24
2021-06-30 $592k 5.2k 113.06
2021-03-31 $576k 5.3k 108.52
2020-12-31 $488k 5.3k 91.94
2020-09-30 $373k 5.3k 70.27
2020-06-30 $362k 5.3k 68.20
2020-03-31 $489k 8.7k 56.09
2019-12-31 $877k 11k 83.80
2019-09-30 $821k 11k 77.81
2019-06-30 $826k 11k 78.29
2019-03-31 $237k 3.1k 76.95
2018-12-31 $213k 3.1k 69.16
2018-09-30 $269k 3.1k 87.34
2018-06-30 $257k 3.1k 83.44

More positions owned by Vista Capital Partners

Vanguard Total U.S. Stock Market Fund Total Stk Mkt (VTI)
Vanguard Value Index Fund Value ETF (VTV)
Vanguard REIT Index Fund Reit Etf (VNQ)
Vanguard Growth Index Fund Growth ETF (VUG)
Vanguard Small Cap Index Fund Small Cp ETF (VB)
Microsoft Corporation (MSFT)
Schwab U.S. Broad Market Fund US Brd Mkt ETF (SCHB)
Stryker Corporation (SYK)
Apple (AAPL)
DFA U.S. Core Equity 2 Fund US Core Equity 2 (DFAC)
SPDRs - S&P 500 Index Fund Tr Unit (SPY)
Vanguard S&P 500 ETF S&p 500 Etf Shs (VOO)
Schwab U.S. REIT Fund Us Reit Etf (SCHH)
Starbucks Corporation (SBUX)
iShares Russell 1000 Growth Index Fund Russell1000VAL (IWF)

View all positions for Vista Capital Partners

Top funds holding iShares S&P SmallCap 600 Index

Bank of America Corporation
Wells Fargo & Company
Bank of New York Mellon
Goldman Sachs Group
UBS Group
Raymond James & Associates
First Command Advisory Services
Pnc Financial Services
Royal Bank of Canada
Us Bancorp
Branch Banking & Trust Company
Raymond James Financial Services Advisors
Baird Financial
Commonwealth Equity Services
Regions Bank

View all funds holding iShares S&P SmallCap 600 Index