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iShares Russell 1000 Value Index shares owned by Vista Capital Partners

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Vista Capital Partners from 13F filings

Historical chart of Vista Capital Partners investment in iShares Russell 1000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 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 Russell 1000 Value Index by Vista Capital Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 7.6k 189.80
2024-06-30 $1.3M 7.6k 174.47
2024-03-31 $1.4M 7.6k 179.11
2023-12-31 $1.3M 7.6k 165.25
2023-09-30 $1.2M 7.6k 151.82
2023-06-30 $1.5M 9.6k 157.83
2023-03-31 $1.5M 9.6k 152.26
2022-12-31 $1.5M 9.6k 151.65
2022-09-30 $1.4M 11k 136.02
2022-06-30 $1.5M 11k 144.93
2022-03-31 $1.8M 11k 165.95
2021-12-31 $1.8M 11k 167.92
2021-09-30 $1.7M 11k 156.47
2021-06-30 $751k 4.7k 158.57
2021-03-31 $718k 4.7k 151.60
2020-12-31 $648k 4.7k 136.82
2020-09-30 $577k 4.9k 118.04
2020-06-30 $550k 4.9k 112.52
2020-03-31 $502k 5.1k 99.09
2019-12-31 $728k 5.3k 136.41
2019-09-30 $742k 5.8k 128.22
2019-06-30 $736k 5.8k 127.18
2019-03-31 $740k 6.0k 123.40
2018-12-31 $665k 6.0k 110.89
2018-09-30 $759k 6.0k 126.56
2018-06-30 $695k 5.7k 121.38
2018-03-31 $464k 3.9k 120.05
2017-12-31 $481k 3.9k 124.45
2017-09-30 $458k 3.9k 118.50
2017-06-30 $450k 3.9k 116.43
2017-03-31 $444k 3.9k 114.88
2016-12-31 $433k 3.9k 112.03
2016-09-30 $408k 3.9k 105.56
2016-06-30 $399k 3.9k 103.23
2016-03-31 $382k 3.9k 98.84
2015-12-31 $378k 3.9k 97.80
2015-09-30 $361k 3.9k 93.40
2015-06-30 $399k 3.9k 103.23
2015-03-31 $398k 3.9k 102.98
2014-12-31 $404k 3.9k 104.53
2014-09-30 $387k 3.9k 100.13
2014-06-30 $391k 3.9k 101.16
2014-03-31 $383k 4.0k 96.60
2013-12-31 $373k 4.0k 94.07
2013-09-30 $342k 4.0k 86.25
2013-06-30 $332k 4.0k 83.73
2011-09-30 $326k 6 54333.33
2011-06-30 $559k 8 69875.00
2011-03-31 $396k 6 66000.00
2010-12-31 $374k 6 62333.33

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)
Apple (AAPL)
Stryker Corporation (SYK)
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)
Berkshire Hathaway Cl B Class B (BRK.A)

View all positions for Vista Capital Partners

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
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Jpmorgan Chase & Co
Envestnet Asset Management
Jones Financial Companies, L.L
Wells Fargo & Company
Northern Trust
Raymond James & Associates
M^T Bank Corporation
LPL Financial
Pnc Financial Services
Synovus Financial Corp.
BlackRock

View all funds holding iShares Russell 1000 Value Index