Pacific Capital Wealth Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Pacific Capital Wealth Advisors’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-250	Closed	-$15.6K	–	214
2024 Q4	$15.6K	Hold	250	–	–	﹤0.01%	239
2024 Q3	$15.6K	Hold	250	–	–	﹤0.01%	259
2024 Q2	$14.6K	Hold	250	–	–	﹤0.01%	271
2024 Q1	$15.2K	Hold	250	–	–	﹤0.01%	206
2023 Q4	$13.9K	Buy	+250	New	+$12.7K	﹤0.01%	211
2020 Q4	–	Sell	-390	Closed	-$14K	–	116
2020 Q3	$14K	Buy	+390	New	+$14.6K	0.01%	158

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Pacific Capital Wealth Advisors's IJH Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2025, closing a stake of 250 shares — an estimated $15.6K sold.

Pacific Capital Wealth Advisors first reported a position in IJH in Q3 2020 and held it in 6 quarters. The position peaked at $15.6K in Q3 2024. 2,420 funds tracked by Wall St. Rank hold IJH as of Q1 2025.

Pacific Capital Wealth Advisors reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 250 iShares Core S&P Mid-Cap ETF shares in Q1 2025, an estimated $15.6K.
Pacific Capital Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2020 and held it in 6 quarters.
Pacific Capital Wealth Advisors's iShares Core S&P Mid-Cap ETF position peaked at $15.6K in Q3 2024.
2,420 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.