ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

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

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

Q4 2025
Shares 10,676 Value ($000) $2,628 Avg Close — Range —
Q3 2025
Shares 10,728 Value ($000) $2,596 Avg Close — Range —
Q2 2025
Shares 10,864 Value ($000) $2,387 Avg Close — Range —
Q1 2025
Shares 18,667 Value ($000) $3,724 Avg Close — Range —
Q4 2024
Shares 19,957 Value ($000) $4,410 Avg Close — Range —
Q3 2024
Shares 20,891 Value ($000) $4,615 Avg Close — Range —
Q2 2024
Shares 37,417 Value ($000) $7,591 Avg Close — Range —
Q1 2024
Shares 37,849 Value ($000) $7,960 Avg Close — Range —
Q4 2023
Shares 37,264 Value ($000) $7,479 Avg Close — Range —
Q3 2023
Shares 37,508 Value ($000) $6,629 Avg Close — Range —
Q2 2023
Shares 38,257 Value ($000) $7,164 Avg Close — Range —
Q1 2023
Shares 42,145 Value ($000) $7,519 Avg Close — Range —
Q4 2022
Shares 48,463 Value ($000) $8,450 Avg Close — Range —
Q3 2022
Shares 50,928 Value ($000) $8,399 Avg Close — Range —
Q2 2022
Shares 57,144 Value ($000) $9,678 Avg Close — Range —
Q1 2022
Shares 57,874 Value ($000) $11,880 Avg Close — Range —
Q4 2021
Shares 57,823 Value ($000) $12,863 Avg Close — Range —
Q3 2021
Shares 53,340 Value ($000) $11,668 Avg Close — Range —
Q2 2021
Shares 40,137 Value ($000) $9,206 Avg Close — Range —
Q1 2021
Shares 40,416 Value ($000) $8,930 Avg Close — Range —
Q4 2020
Shares 32,502 Value ($000) $6,372 Avg Close — Range —
Q3 2020
Shares 32,509 Value ($000) $4,870 Avg Close — Range —
Q2 2020
Shares 32,698 Value ($000) $4,682 Avg Close — Range —
Q1 2020
Shares 30,513 Value ($000) $3,493 Avg Close — Range —
Q4 2019
Shares 20,537 Value ($000) $3,402 Avg Close — Range —