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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,135	Closed	-$131K	–	215
2024 Q4	$131K	Hold	1,135	–	–	0.02%	102
2024 Q3	$133K	Sell	1,135 -36	-3%	-$4.07K	0.02%	100
2024 Q2	$125K	Buy	1,171 +839	+253%	+$89.8K	0.02%	98
2024 Q1	$36.7K	Buy	332 +246	+286%	+$26.1K	0.01%	155
2023 Q4	$9.31K	Buy	+86	New	+$8.29K	﹤0.01%	224
2020 Q4	–	Sell	-187	Closed	-$13K	–	117
2020 Q3	$13K	Buy	+187	New	+$13.4K	0.01%	163

Other funds holding IJR

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Pacific Capital Wealth Advisors sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2025, closing a stake of 1,135 shares — an estimated $131K sold.

Pacific Capital Wealth Advisors first reported a position in IJR in Q3 2020 and held it in 6 quarters. The position peaked at $133K in Q3 2024. 2,528 funds tracked by Wall St. Rank hold IJR as of Q1 2025.

Pacific Capital Wealth Advisors reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 1,135 iShares Core S&P Small-Cap ETF shares in Q1 2025, an estimated $131K.
Pacific Capital Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q3 2020 and held it in 6 quarters.
Pacific Capital Wealth Advisors's iShares Core S&P Small-Cap ETF position peaked at $133K in Q3 2024.
2,528 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2025.

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