PCWA
IWP icon

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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-58
Closed -$7.35K – 226
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 +$6.62K ﹤0.01% 268