Pacific Capital Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.88M	Hold	19,234	–	–	1.19%	12
2026 Q1	$6.86M	Hold	19,234	–	–	1.15%	14
2025 Q4	$7.18M	Hold	19,234	–	–	1.23%	14
2025 Q3	$7.03M	Hold	19,234	–	–	1.22%	15
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%	-$543K	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	+$4.54M	1.17%	22

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pacific Capital Wealth Advisors's IWB Position: Q2 2026 in Review

Pacific Capital Wealth Advisors held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 19,234 shares worth $7.88M. The position accounts for 1.19% of the portfolio, ranked #12.

Pacific Capital Wealth Advisors first reported a position in IWB in Q4 2022 and has held it in 15 quarters since. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Pacific Capital Wealth Advisors held 19,234 shares of iShares Russell 1000 ETF worth $7.88M as of Q2 2026.
Pacific Capital Wealth Advisors left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 1.19% of Pacific Capital Wealth Advisors's portfolio in Q2 2026, its #12 holding.
Pacific Capital Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q4 2022 and has held it in 15 quarters since.
1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.