iShares Russell 1000 Index shares owned by Pacific Capital Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Pacific Capital Wealth Advisors
from 13F filings
Historical chart of Pacific Capital Wealth Advisors investment in iShares Russell 1000 Index
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All positions including iShares Russell 1000 Index held by Pacific Capital Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 1000 Index by Pacific Capital Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $6.0M | 19k | 314.39 |
| 2024-06-30 | $5.7M | 19k | 297.54 |
| 2024-03-31 | $5.5M | 19k | 288.03 |
| 2023-12-31 | $5.0M | 19k | 262.26 |
| 2023-09-30 | $4.5M | 19k | 234.91 |
| 2023-06-30 | $5.2M | 22k | 243.74 |
| 2023-03-31 | $4.8M | 22k | 225.23 |
| 2022-12-31 | $4.5M | 22k | 210.52 |
More positions owned by Pacific Capital Wealth Advisors
View all positions for Pacific Capital Wealth Advisors