Pacific Capital Wealth Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-75	Closed	-$9.7K	–	226
2024 Q4	$9.7K	Hold	75	–	–	﹤0.01%	274
2024 Q3	$9.92K	Hold	75	–	–	﹤0.01%	297
2024 Q2	$9.06K	Hold	75	–	–	﹤0.01%	325
2024 Q1	$9.4K	Hold	75	–	–	﹤0.01%	234
2023 Q4	$8.72K	Buy	+75	New	+$7.99K	﹤0.01%	228

Other funds holding IWS

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Pacific Capital Wealth Advisors sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q1 2025, closing a stake of 75 shares — an estimated $9.7K sold.

Pacific Capital Wealth Advisors first reported a position in IWS in Q4 2023 and held it in 5 quarters. The position peaked at $9.92K in Q3 2024. 923 funds tracked by Wall St. Rank hold IWS as of Q1 2025.

Pacific Capital Wealth Advisors reported no remaining iShares Russell Mid-Cap Value ETF position as of Q1 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 75 iShares Russell Mid-Cap Value ETF shares in Q1 2025, an estimated $9.7K.
Pacific Capital Wealth Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2023 and held it in 5 quarters.
Pacific Capital Wealth Advisors's iShares Russell Mid-Cap Value ETF position peaked at $9.92K in Q3 2024.
923 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2025.

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