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Pacific Capital Wealth Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Pacific Capital Wealth Advisors’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-58
Closed -$7.35K – 225
2024
Q4 		$7.35K Hold
58
– – ﹤0.01% 291
2024
Q3 		$6.8K Hold
58
– – ﹤0.01% 331
2024
Q2 		$6.4K Hold
58
– – ﹤0.01% 358
2024
Q1 		$6.62K Buy
+58
New +$6.28K ﹤0.01% 268

Other funds holding IWP

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Pacific Capital Wealth Advisors sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2025, closing a stake of 58 shares — an estimated $7.35K sold.

Pacific Capital Wealth Advisors first reported a position in IWP in Q1 2024 and held it in 4 quarters. The position peaked at $7.35K in Q4 2024. 1,085 funds tracked by Wall St. Rank hold IWP as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 58 iShares Russell Mid-Cap Growth ETF shares in Q1 2025, an estimated $7.35K.
  • Pacific Capital Wealth Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2024 and held it in 4 quarters.
  • Pacific Capital Wealth Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $7.35K in Q4 2024.
  • 1,085 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2025.

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