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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

LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
BFP
Brewster Financial Planning Brooklyn, New York $182M AUM 15.59% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 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. 283 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.
  • 283 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.