Pacific Capital Wealth Advisors, Inc. IBB Holdings History
Pacific Capital Wealth Advisors, Inc.'s iShares Biotechnology ETF Holding Summary
As of 2025-06-30, Pacific Capital Wealth Advisors, Inc. held 2,211.00 shares of iShares Biotechnology ETF(IBB), totaling $283,270.00. This investment constitutes 0.05% of their stock portfolio, and Pacific Capital Wealth Advisors, Inc. now holds 0.01% of the outstanding iShares Biotechnology ETF(IBB) stock.
The initial trade took place in 2022Q2. And since then Pacific Capital Wealth Advisors, Inc. has made 5 purchases of IBB, at an average price of $122.21, for a total of 84,763.00 shares. In addition, there have been 8 sales at an average price of $130.98 for 82,552.00 shares. Based on historical transaction data and IBB's current price of $129.13, Pacific Capital Wealth Advisors, Inc.'s estimated gain on his IBB holdings is $739,300.84, reflecting a 7.14% gain to date.
Pacific Capital Wealth Advisors, Inc. IBB ($129.13) Holding Chart
Pacific Capital Wealth Advisors, Inc. IBB ($129.13) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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