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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-75
Closed -$9.7K – 227
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 +$8.72K ﹤0.01% 228