Pacific Capital Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.52M	Sell	12,240 -728	-6%	-$87.8K	0.23%	33
2026 Q1	$1.38M	Sell	12,968 -116	-0.9%	-$13.2K	0.23%	33
2025 Q4	$1.55M	Sell	13,084 -284	-2%	-$33.6K	0.27%	31
2025 Q3	$1.57M	Hold	13,368	–	–	0.27%	30
2025 Q2	$1.42M	Sell	13,368 -16,100	-55%	-$1.54M	0.26%	31
2025 Q1	$2.66M	Sell	29,468 -1,004	-3%	-$99K	0.46%	25
2024 Q4	$3.06M	Sell	30,472 -860	-3%	-$84.6K	0.51%	24
2024 Q3	$2.94M	Sell	31,332 -3,060	-9%	-$277K	0.49%	25
2024 Q2	$3.13M	Buy	34,392 +2,764	+9%	+$236K	0.57%	22
2024 Q1	$2.66M	Sell	31,628 -548	-2%	-$44.2K	0.63%	24
2023 Q4	$2.44M	Buy	32,176 +1,440	+5%	+$102K	0.62%	23
2023 Q3	$2.04M	Sell	30,736 -60	-0.2%	-$4.14K	0.57%	30
2023 Q2	$2.12M	Sell	30,796 -7,800	-20%	-$496K	0.54%	31
2023 Q1	$2.36M	Buy	38,596 +408	+1%	+$23.5K	0.61%	31
2022 Q4	$2.05M	Sell	38,188 -2,392	-6%	-$132K	0.53%	34
2022 Q3	$2.13M	Sell	40,580 -228	-0.6%	-$13.4K	0.58%	32
2022 Q2	$2.23M	Sell	40,808 -392	-1%	-$23.5K	0.62%	33
2022 Q1	$2.86M	Sell	41,200 -172	-0.4%	-$11.7K	0.82%	30
2021 Q4	$3.16M	Sell	41,372 -444	-1%	-$32.9K	0.91%	29
2021 Q3	$2.87M	Sell	41,816 -700	-2%	-$49.5K	0.91%	32
2021 Q2	$2.88M	Sell	42,516 -588	-1%	-$37.9K	1.45%	21
2021 Q1	$2.62M	Hold	43,104	–	–	1.46%	23
2020 Q4	$2.6M	Hold	43,104	–	–	1.48%	24
2020 Q3	$2.34M	Sell	43,104 -736	-2%	-$38.8K	1.39%	26
2020 Q2	$2.1M	Sell	43,840 -2,208	-5%	-$97.3K	1.43%	26
2020 Q1	$1.73M	Sell	46,048 -3,328	-7%	-$143K	1.31%	28
2019 Q4	$2.17M	Buy	+49,376	New	+$2.06M	1.45%	27

Other funds holding IWF

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

RZH

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

Pacific Capital Wealth Advisors's IWF Position: Q2 2026 in Review

Pacific Capital Wealth Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 5.6% in Q2 2026, selling an estimated $87.8K and leaving 12,240 shares worth $1.52M. The position accounts for 0.23% of the portfolio, ranked #33.

Pacific Capital Wealth Advisors first reported a position in IWF in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.16M in Q4 2021. 561 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Pacific Capital Wealth Advisors held 12,240 shares of iShares Russell 1000 Growth ETF worth $1.52M as of Q2 2026.
Pacific Capital Wealth Advisors sold 728 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $87.8K.
iShares Russell 1000 Growth ETF made up 0.23% of Pacific Capital Wealth Advisors's portfolio in Q2 2026, its #33 holding.
Pacific Capital Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 27 quarters since.
Pacific Capital Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $3.16M in Q4 2021.
561 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.