Pacific Capital Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $7.03M | Hold |
|
|||||
|
2025
Q2 | $6.57M | Hold |
|
|||||
|
2025
Q1 | $5.9M | Hold |
|
|||||
|
2024
Q4 | $6.2M | Hold |
|
|||||
|
2024
Q3 | $6.05M | Hold |
|
|||||
|
2024
Q2 | $5.72M | Hold |
|
|||||
|
2024
Q1 | $5.54M | Hold |
|
|||||
|
2023
Q4 | $5.04M | Hold |
|
|||||
|
2023
Q3 | $4.52M | Sell |
|
|||||
|
2023
Q2 | $5.23M | Hold |
|
|||||
|
2023
Q1 | $4.83M | Hold |
|
|||||
|
2022
Q4 | $4.52M | Buy |
|