Coastal Bridge Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Coastal Bridge Advisors’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$546K	Hold	1,334	–	–	0.03%	308
2026 Q1	$476K	Sell	1,334 -1,388	-51%	-$517K	0.03%	319
2025 Q4	$1.02M	Buy	2,722 +1,388	+104%	+$514K	0.08%	210
2025 Q3	$488K	Sell	1,334 -1,031	-44%	-$363K	0.04%	301
2025 Q2	$803K	Buy	+2,365	New	+$742K	0.07%	228

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Coastal Bridge Advisors's IWB Position: Q2 2026 in Review

Coastal Bridge Advisors held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 1,334 shares worth $546K. The position accounts for 0.03% of the portfolio, ranked #308.

Coastal Bridge Advisors first reported a position in IWB in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.02M in Q4 2025. 1,556 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Coastal Bridge Advisors held 1,334 shares of iShares Russell 1000 ETF worth $546K as of Q2 2026.
Coastal Bridge Advisors left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.03% of Coastal Bridge Advisors's portfolio in Q2 2026, its #308 holding.
Coastal Bridge Advisors first reported a position in iShares Russell 1000 ETF in Q2 2025 and has held it in 5 quarters since.
Coastal Bridge Advisors's iShares Russell 1000 ETF position peaked at $1.02M in Q4 2025.
1,556 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.