Pacific Capital Wealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-853
| Closed | -$158K | – | 224 |
|
|
2024
Q4 | $158K | Buy |
853
+1
| +0.1% | +$185 | 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% | +$179 | 0.03% | 80 |
|
|
2023
Q4 | $125K | Buy |
+755
| New | +$125K | 0.03% | 84 |
|
|
2020
Q4 | – | Sell |
-80
| Closed | -$9K | – | 123 |
|
|
2020
Q3 | $9K | Buy |
+80
| New | +$9K | 0.01% | 175 |
|