Pacific Capital Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.6M | Sell |
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|
2025
Q2 | $2.39M | Sell |
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|
2025
Q1 | $3.72M | Sell |
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|
2024
Q4 | $4.41M | Sell |
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|
2024
Q3 | $4.61M | Sell |
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|
2024
Q2 | $7.59M | Sell |
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|
2024
Q1 | $7.96M | Buy |
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|
2023
Q4 | $7.48M | Sell |
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|
2023
Q3 | $6.63M | Sell |
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|
2023
Q2 | $7.16M | Sell |
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|
2023
Q1 | $7.52M | Sell |
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|
2022
Q4 | $8.45M | Sell |
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|
2022
Q3 | $8.4M | Sell |
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|
2022
Q2 | $9.68M | Sell |
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|
2022
Q1 | $11.9M | Buy |
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|
2021
Q4 | $12.9M | Buy |
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|
2021
Q3 | $11.7M | Buy |
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|
2021
Q2 | $9.21M | Sell |
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|
2021
Q1 | $8.93M | Buy |
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|
2020
Q4 | $6.37M | Sell |
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|
2020
Q3 | $4.87M | Sell |
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|
2020
Q2 | $4.68M | Buy |
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|
2020
Q1 | $3.49M | Buy |
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|
2019
Q4 | $3.4M | Buy |
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