Vista Capital Partners »

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

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

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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Value Idx 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 Value Idx by Vista Capital Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $409k 4.0k 102.76
2023-12-31 $410k 4.0k 103.07
2023-09-30 $355k 4.0k 89.22
2023-06-30 $379k 4.0k 95.09
2023-03-31 $373k 4.0k 93.59
2022-12-31 $363k 4.0k 91.31
2022-09-30 $328k 4.0k 82.41
2022-06-30 $354k 4.0k 88.94
2022-03-31 $408k 4.0k 102.51
2021-12-31 $416k 4.0k 104.52
2021-09-30 $401k 4.0k 100.75
2021-06-30 $420k 4.0k 105.53
2021-03-31 $401k 4.0k 100.75
2020-12-31 $324k 4.0k 81.41
2020-09-30 $244k 2.0k 122.61
2020-06-30 $240k 2.0k 120.60
2019-12-31 $319k 2.0k 160.30
2019-09-30 $299k 2.0k 150.25
2019-06-30 $296k 2.0k 148.74
2019-03-31 $293k 2.0k 147.24
2018-12-31 $262k 2.0k 131.66
2018-09-30 $332k 2.0k 166.83
2018-06-30 $324k 2.0k 162.81
2018-03-31 $300k 2.0k 150.75
2017-12-31 $306k 2.0k 153.77
2017-09-30 $295k 2.0k 148.24
2017-06-30 $278k 2.0k 139.70
2017-03-31 $276k 2.0k 138.69
2016-12-31 $279k 2.0k 140.20

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 Value Idx

Bank of America Corporation
Wells Fargo & Company
Regions Bank
Advisor Group Holdings
UBS Group
M^T Bank Corporation
Prime Capital Investment Advisors
CI Private Wealth
Modera Wealth Management
Pnc Financial Services
Goldman Sachs Group
Orion Portfolio Solutions
Commonwealth Equity Services
Bessemer
HighTower Advisors

View all funds holding iShares S&P SmallCap 600 Value Idx