Pacific Capital Wealth Advisors, Inc.'s ownership history for IWM

Pacific Capital Wealth Advisors, Inc. currently holds 11.2K shares with a market value of $2.8M. It started holding IWM on 2024-09-30. At its peak, it held 20.9K shares on 2024-09-30. Its highest holding value was $4.6M on 2024-09-30. At its lowest, it held 10.7K shares on 2025-12-31, with a value of $2.4M on 2025-06-30. In the recent 180 days, Pacific Capital Wealth Advisors, Inc. has increased its shares by 455. In the recent year, Pacific Capital Wealth Advisors, Inc. has decreased its shares by 7.5K.