Coastal Bridge Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Buy |
+3,168
| New | +$1.35M | 0.11% | 182 |
|
|
2025
Q1 | – | Sell |
-1,975
| Closed | -$793K | – | 324 |
|
|
2024
Q4 | $793K | Hold |
1,975
| – | – | 0.2% | 70 |
|
|
2024
Q3 | $741K | Hold |
1,975
| – | – | 0.18% | 72 |
|
|
2024
Q2 | $720K | Hold |
1,975
| – | – | 0.18% | 76 |
|
|
2024
Q1 | $666K | Hold |
1,975
| – | – | 0.15% | 84 |
|
|
2023
Q4 | $599K | Buy |
+1,975
| New | +$599K | 0.15% | 83 |
|
|
2022
Q4 | – | Sell |
-1,298
| Closed | -$273K | – | 182 |
|
|
2022
Q3 | $273K | Buy |
+1,298
| New | +$273K | 0.07% | 127 |
|