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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-853	Closed	-$158K	–	223
2024 Q4	$158K	Buy	853 +1	+0.1%	+$192	0.03%	92
2024 Q3	$162K	Hold	852	–	–	0.03%	87
2024 Q2	$149K	Buy	852 +96	+13%	+$16.8K	0.03%	90
2024 Q1	$135K	Buy	756 +1	+0.1%	+$169	0.03%	80
2023 Q4	$125K	Buy	+755	New	+$117K	0.03%	84
2020 Q4	–	Sell	-80	Closed	-$9K	–	123
2020 Q3	$9K	Buy	+80	New	+$9.49K	0.01%	175

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

Pacific Capital Wealth Advisors sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2025, closing a stake of 853 shares — an estimated $158K sold.

Pacific Capital Wealth Advisors first reported a position in IWD in Q3 2020 and held it in 6 quarters. The position peaked at $162K in Q3 2024. 1,714 funds tracked by Wall St. Rank hold IWD as of Q1 2025.

Pacific Capital Wealth Advisors reported no remaining iShares Russell 1000 Value ETF position as of Q1 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 853 iShares Russell 1000 Value ETF shares in Q1 2025, an estimated $158K.
Pacific Capital Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q3 2020 and held it in 6 quarters.
Pacific Capital Wealth Advisors's iShares Russell 1000 Value ETF position peaked at $162K in Q3 2024.
1,714 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2025.

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