ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

PACIFIC CAPITAL WEALTH ADVISORS, INC's Holding History (CIK: 0001803523)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 8,311 Value ($000) $1,236 Avg Close Range
Q3 2025
Shares 5,962 Value ($000) $868 Avg Close Range
Q2 2025
Shares 5,962 Value ($000) $810 Avg Close Range
Q1 2025
Shares 7,354 Value ($000) $897 Avg Close Range
Q4 2024
Shares 7,354 Value ($000) $946 Avg Close Range
Q3 2024
Shares 7,354 Value ($000) $924 Avg Close Range
Q2 2024
Shares 7,354 Value ($000) $874 Avg Close Range
Q1 2024
Shares 7,354 Value ($000) $848 Avg Close Range
Q4 2023
Shares 8,443 Value ($000) $889 Avg Close Range
Q3 2023
Shares 7,366 Value ($000) $694 Avg Close Range
Q2 2023
Shares 7,366 Value ($000) $721 Avg Close Range
Q1 2023
Shares 7,366 Value ($000) $667 Avg Close Range
Q4 2022
Shares 7,508 Value ($000) $637 Avg Close Range
Q3 2022
Shares 7,666 Value ($000) $610 Avg Close Range
Q2 2022
Shares 6,116 Value ($000) $512 Avg Close Range
Q1 2022
Shares 6,116 Value ($000) $617 Avg Close Range
Q4 2021
Shares 6,116 Value ($000) $654 Avg Close Range
Q3 2021
Shares 6,116 Value ($000) $602 Avg Close Range
Q2 2021
Shares 6,116 Value ($000) $604 Avg Close Range
Q1 2021
Shares 6,116 Value ($000) $560 Avg Close Range
Q4 2020
Shares 9,024 Value ($000) $778 Avg Close Range
Q3 2020
Shares 9,147 Value ($000) $691 Avg Close Range
Q2 2020
Shares 9,057 Value ($000) $629 Avg Close Range
Q1 2020
Shares 9,413 Value ($000) $539 Avg Close Range
Q4 2019
Shares 9,372 Value ($000) $681 Avg Close Range