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iShares S&P 500 Value Index shares owned by Vista Capital Partners

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Vista Capital Partners from 13F filings

Historical chart of Vista Capital Partners investment in iShares S&P 500 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Value Index held by Vista Capital Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Value Index by Vista Capital Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $216k 1.0k 206.51
2025-06-30 $205k 1.0k 195.42
2021-09-30 $201k 1.4k 145.23
2021-06-30 $204k 1.4k 147.40
2018-09-30 $209k 1.8k 115.92
2018-06-30 $224k 2.0k 110.13
2018-03-31 $222k 2.0k 109.14
2017-12-31 $240k 2.1k 114.18
2017-09-30 $227k 2.1k 107.99
2017-06-30 $221k 2.1k 105.14
2017-03-31 $276k 2.7k 104.07