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
2025-09-30 $474k 4.3k 110.59
2025-06-30 $426k 4.3k 99.49
2025-03-31 $418k 4.3k 97.48
2024-12-31 $465k 4.3k 108.61
2024-09-30 $429k 4.0k 107.66
2024-06-30 $387k 4.0k 97.27
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 Index 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)
Schwab U.S. Broad Market Index Fund US Brd Mkt ETF (SCHB)
Microsoft Corporation (MSFT)
Apple (AAPL)
Schwab U.S. REIT Fund Us Reit Etf (SCHH)
Stryker Corporation (SYK)
NVIDIA Corporation (NVDA)
Vanguard S&P 500 ETF S&p 500 Etf Shs (VOO)
SPDRs - S&P 500 Index Fund Tr Unit (SPY)
DFA International Core Equity II ETF Intl Core Equity (DFIC)
Vanguard Int'l REIT Index Fund Glb EX US ETF (VNQI)

View all positions for Vista Capital Partners

Top funds holding iShares S&P SmallCap 600 Value Idx

Morgan Stanley
Wells Fargo & Company
FMR
UBS Group
LPL Financial
Prime Capital Investment Advisors
Modera Wealth Management
Ameriprise Financial
Envestnet Asset Management
M^T Bank Corporation
Pnc Financial Services
Commonwealth Equity Services
Royal Bank of Canada
HighTower Advisors
Northwestern Mutual Wealth Management Company

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