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MAR VISTA INVESTMENT PARTNERS LLC Historic Quarter Change: USA ETF, Reduced

MAR VISTA INVESTMENT PARTNERS LLC historic quarter change: USA ETF, Reduced

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 24 quarters from 2013-03-31 to 2026-06-30, MAR VISTA INVESTMENT PARTNERS LLC opened 2 positions, added to 4, reduced 2 and sold out of 3.

  • Q3 2015: Stock IWF; Country of operation —; Class COMMON STOCKS; Shares before 5,620.
  • Q2 2015: Stock IWF; Country of operation —; Class COMMON STOCKS; Shares before 9,030.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1419999), 24 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-10); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-13); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-17); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-12); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-11); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-30); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-14); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-13); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-02); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-13); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-02); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-07-28); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-03); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-03); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-03); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-03); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-04-30); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-04); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-04); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-04); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-02); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-05); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-10-09); Q2 2013 (2013-03-31 to 2013-06-30, filed 2013-08-01). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2008-12-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q3 2015IWF
ISHARES TRUST RUSSELL 1000 GROWTH
COMMON STOCKS5,6203,243-2,377$556,000$302,000-$254,0002015-11-03
Q2 2015IWF
ISHARES TRUST RUSSELL 1000 GROWTH
COMMON STOCKS9,0305,620-3,410$893,000$556,000-$337,0002015-08-03

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