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

Pacific Capital Wealth Advisors’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-33
Closed -$8.32K – 524
2023
Q4 		$8.32K Buy
+33
New +$7.44K ﹤0.01% 230
2020
Q4 		– Sell
-54
Closed -$12K – 125
2020
Q3 		$12K Buy
+54
New +$11.8K 0.01% 165

Other funds holding IWO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Pacific Capital Wealth Advisors's IWO Position: Q1 2024 in Review

Pacific Capital Wealth Advisors sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2024, closing a stake of 33 shares — an estimated $8.32K sold.

Pacific Capital Wealth Advisors first reported a position in IWO in Q3 2020 and held it in 2 quarters. The position peaked at $12K in Q3 2020. 933 funds tracked by Wall St. Rank hold IWO as of Q1 2024.

  • Pacific Capital Wealth Advisors reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 33 iShares Russell 2000 Growth ETF shares in Q1 2024, an estimated $8.32K.
  • Pacific Capital Wealth Advisors first reported a position in iShares Russell 2000 Growth ETF in Q3 2020 and held it in 2 quarters.
  • Pacific Capital Wealth Advisors's iShares Russell 2000 Growth ETF position peaked at $12K in Q3 2020.
  • 933 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2024, filed 15 May 2024.