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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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. 2,730 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.
2,730 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.