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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-49	Closed	-$8.04K	–	224
2024 Q4	$8.04K	Hold	49	–	–	﹤0.01%	285
2024 Q3	$8.17K	Hold	49	–	–	﹤0.01%	314
2024 Q2	$7.46K	Hold	49	–	–	﹤0.01%	343
2024 Q1	$7.78K	Sell	49 -104	-68%	-$15.8K	﹤0.01%	249
2023 Q4	$23.8K	Buy	+153	New	+$21.2K	0.01%	184
2020 Q4	–	Sell	-32,509	Closed	-$3.23M	–	124
2020 Q3	$3.23M	Buy	+32,509	New	+$3.3M	1.92%	17

Other funds holding IWN

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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Pacific Capital Wealth Advisors's IWN Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2025, closing a stake of 49 shares — an estimated $8.04K sold.

Pacific Capital Wealth Advisors first reported a position in IWN in Q3 2020 and held it in 6 quarters. The position peaked at $3.23M in Q3 2020. 986 funds tracked by Wall St. Rank hold IWN as of Q1 2025.

Pacific Capital Wealth Advisors reported no remaining iShares Russell 2000 Value ETF position as of Q1 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 49 iShares Russell 2000 Value ETF shares in Q1 2025, an estimated $8.04K.
Pacific Capital Wealth Advisors first reported a position in iShares Russell 2000 Value ETF in Q3 2020 and held it in 6 quarters.
Pacific Capital Wealth Advisors's iShares Russell 2000 Value ETF position peaked at $3.23M in Q3 2020.
986 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.