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Pacific Capital Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Pacific Capital Wealth Advisors’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3M Sell
9,982
-1,201
-11% -$337K 0.45% 24
2026
Q1 		$2.77M Buy
11,183
+507
+5% +$131K 0.47% 22
2025
Q4 		$2.63M Sell
10,676
-52
-0.5% -$12.8K 0.45% 22
2025
Q3 		$2.6M Sell
10,728
-136
-1% -$31.2K 0.45% 22
2025
Q2 		$2.39M Sell
10,864
-7,803
-42% -$1.57M 0.44% 23
2025
Q1 		$3.72M Sell
18,667
-1,290
-6% -$280K 0.64% 22
2024
Q4 		$4.41M Sell
19,957
-934
-4% -$213K 0.74% 22
2024
Q3 		$4.61M Sell
20,891
-16,526
-44% -$3.54M 0.78% 20
2024
Q2 		$7.59M Sell
37,417
-432
-1% -$87.3K 1.39% 16
2024
Q1 		$7.96M Buy
37,849
+585
+2% +$117K 1.87% 12
2023
Q4 		$7.48M Sell
37,264
-244
-0.7% -$43.7K 1.9% 11
2023
Q3 		$6.63M Sell
37,508
-749
-2% -$141K 1.86% 12
2023
Q2 		$7.16M Sell
38,257
-3,888
-9% -$693K 1.82% 14
2023
Q1 		$7.52M Sell
42,145
-6,318
-13% -$1.16M 1.93% 14
2022
Q4 		$8.45M Sell
48,463
-2,465
-5% -$438K 2.18% 15
2022
Q3 		$8.4M Sell
50,928
-6,216
-11% -$1.13M 2.29% 11
2022
Q2 		$9.68M Sell
57,144
-730
-1% -$135K 2.68% 9
2022
Q1 		$11.9M Buy
57,874
+51
+0.1% +$10.4K 3.4% 9
2021
Q4 		$12.9M Buy
57,823
+4,483
+8% +$1.01M 3.7% 6
2021
Q3 		$11.7M Buy
53,340
+13,203
+33% +$2.93M 3.71% 7
2021
Q2 		$9.21M Sell
40,137
-279
-0.7% -$62.7K 4.63% 4
2021
Q1 		$8.93M Buy
40,416
+7,914
+24% +$1.73M 4.97% 4
2020
Q4 		$6.37M Sell
32,502
-7
-0% -$1.23K 3.62% 9
2020
Q3 		$4.87M Sell
32,509
-189
-0.6% -$28.4K 2.89% 12
2020
Q2 		$4.68M Buy
32,698
+2,185
+7% +$287K 3.18% 11
2020
Q1 		$3.49M Buy
30,513
+9,976
+49% +$1.49M 2.64% 16
2019
Q4 		$3.4M Buy
+20,537
New +$3.25M 2.27% 17

Other funds holding IWM

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $392M AUM
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

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

Pacific Capital Wealth Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 11% in Q2 2026, selling an estimated $337K and leaving 9,982 shares worth $3M. The position accounts for 0.45% of the portfolio, ranked #24.

Pacific Capital Wealth Advisors first reported a position in IWM in Q4 2019 and has held it in 27 quarters since. The position peaked at $12.9M in Q4 2021. 534 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Pacific Capital Wealth Advisors held 9,982 shares of iShares Russell 2000 ETF worth $3M as of Q2 2026.
  • Pacific Capital Wealth Advisors sold 1,201 iShares Russell 2000 ETF shares in Q2 2026, an estimated $337K.
  • iShares Russell 2000 ETF made up 0.45% of Pacific Capital Wealth Advisors's portfolio in Q2 2026, its #24 holding.
  • Pacific Capital Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 27 quarters since.
  • Pacific Capital Wealth Advisors's iShares Russell 2000 ETF position peaked at $12.9M in Q4 2021.
  • 534 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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