iShares Russell 2000 Index shares owned by Pacific Capital Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Pacific Capital Wealth Advisors
from 13F filings
Historical chart of Pacific Capital Wealth Advisors investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Pacific Capital Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $7.5M | 37k | 200.71 |
| 2023-09-30 | $6.6M | 38k | 176.74 |
| 2023-06-30 | $7.2M | 38k | 187.27 |
| 2023-03-31 | $7.5M | 42k | 178.40 |
| 2022-12-31 | $8.5M | 49k | 174.36 |
| 2022-09-30 | $8.4M | 51k | 164.92 |
| 2022-06-30 | $9.7M | 57k | 169.36 |
| 2022-03-31 | $12M | 58k | 205.27 |
| 2021-12-31 | $13M | 58k | 222.45 |
| 2021-09-30 | $12M | 53k | 218.75 |
| 2021-06-30 | $9.2M | 40k | 229.36 |
| 2021-03-31 | $8.9M | 40k | 220.95 |
| 2020-12-31 | $6.4M | 33k | 196.05 |
| 2020-09-30 | $4.9M | 33k | 149.80 |
| 2020-06-30 | $4.7M | 33k | 143.19 |
| 2020-03-31 | $3.5M | 31k | 114.48 |
| 2019-12-31 | $3.4M | 21k | 165.65 |
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