Pacific Capital Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Sell |
3,342
-4,025
| -55% | -$1.71M | 0.26% | 31 |
|
|
2025
Q1 | $2.66M | Sell |
7,367
-251
| -3% | -$90.6K | 0.46% | 25 |
|
|
2024
Q4 | $3.06M | Sell |
7,618
-215
| -3% | -$86.3K | 0.51% | 24 |
|
|
2024
Q3 | $2.94M | Sell |
7,833
-765
| -9% | -$287K | 0.49% | 25 |
|
|
2024
Q2 | $3.13M | Buy |
8,598
+691
| +9% | +$252K | 0.57% | 22 |
|
|
2024
Q1 | $2.66M | Sell |
7,907
-137
| -2% | -$46.2K | 0.63% | 24 |
|
|
2023
Q4 | $2.44M | Buy |
8,044
+360
| +5% | +$109K | 0.62% | 23 |
|
|
2023
Q3 | $2.04M | Sell |
7,684
-15
| -0.2% | -$3.99K | 0.57% | 30 |
|
|
2023
Q2 | $2.12M | Sell |
7,699
-1,950
| -20% | -$537K | 0.54% | 31 |
|
|
2023
Q1 | $2.36M | Buy |
9,649
+102
| +1% | +$24.9K | 0.61% | 31 |
|
|
2022
Q4 | $2.05M | Sell |
9,547
-598
| -6% | -$128K | 0.53% | 34 |
|
|
2022
Q3 | $2.14M | Sell |
10,145
-57
| -0.6% | -$12K | 0.58% | 32 |
|
|
2022
Q2 | $2.23M | Sell |
10,202
-98
| -1% | -$21.4K | 0.62% | 33 |
|
|
2022
Q1 | $2.86M | Sell |
10,300
-43
| -0.4% | -$11.9K | 0.82% | 30 |
|
|
2021
Q4 | $3.16M | Sell |
10,343
-111
| -1% | -$33.9K | 0.91% | 29 |
|
|
2021
Q3 | $2.87M | Sell |
10,454
-175
| -2% | -$48K | 0.91% | 32 |
|
|
2021
Q2 | $2.89M | Sell |
10,629
-147
| -1% | -$39.9K | 1.45% | 21 |
|
|
2021
Q1 | $2.62M | Hold |
10,776
| – | – | 1.46% | 23 |
|
|
2020
Q4 | $2.6M | Hold |
10,776
| – | – | 1.48% | 24 |
|
|
2020
Q3 | $2.34M | Sell |
10,776
-184
| -2% | -$39.9K | 1.39% | 26 |
|
|
2020
Q2 | $2.1M | Sell |
10,960
-552
| -5% | -$106K | 1.43% | 26 |
|
|
2020
Q1 | $1.73M | Sell |
11,512
-832
| -7% | -$125K | 1.31% | 28 |
|
|
2019
Q4 | $2.17M | Buy |
+12,344
| New | +$2.17M | 1.45% | 27 |
|