Pacific Capital Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.57M | Hold |
19,234
| – | – | 1.2% | 14 |
|
|
2025
Q1 | $5.9M | Hold |
19,234
| – | – | 1.02% | 17 |
|
|
2024
Q4 | $6.2M | Hold |
19,234
| – | – | 1.03% | 17 |
|
|
2024
Q3 | $6.05M | Hold |
19,234
| – | – | 1.02% | 17 |
|
|
2024
Q2 | $5.72M | Hold |
19,234
| – | – | 1.04% | 17 |
|
|
2024
Q1 | $5.54M | Hold |
19,234
| – | – | 1.3% | 17 |
|
|
2023
Q4 | $5.04M | Hold |
19,234
| – | – | 1.28% | 16 |
|
|
2023
Q3 | $4.52M | Sell |
19,234
-2,220
| -10% | -$522K | 1.27% | 17 |
|
|
2023
Q2 | $5.23M | Hold |
21,454
| – | – | 1.33% | 17 |
|
|
2023
Q1 | $4.83M | Hold |
21,454
| – | – | 1.24% | 20 |
|
|
2022
Q4 | $4.52M | Buy |
+21,454
| New | +$4.52M | 1.17% | 22 |
|