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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.32M	Sell	12,352 -100	-0.8%	-$11.3K	0.09%	194
2025 Q4	$1.47M	Sell	12,452 -32	-0.3%	-$3.79K	0.11%	180
2025 Q3	$1.46M	Sell	12,484 -188	-1%	-$20.9K	0.11%	177
2025 Q2	$1.35M	Buy	+12,672	New	+$1.21M	0.11%	183
2025 Q1	–	Sell	-7,900	Closed	-$793K	–	324
2024 Q4	$793K	Hold	7,900	–	–	0.2%	70
2024 Q3	$741K	Hold	7,900	–	–	0.18%	72
2024 Q2	$720K	Hold	7,900	–	–	0.18%	76
2024 Q1	$666K	Hold	7,900	–	–	0.15%	84
2023 Q4	$599K	Buy	+7,900	New	+$559K	0.15%	83
2022 Q4	–	Sell	-5,192	Closed	-$273K	–	183
2022 Q3	$273K	Buy	+5,192	New	+$305K	0.07%	127

Other funds holding IWF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Coastal Bridge Advisors's IWF Position: Q1 2026 in Review

Coastal Bridge Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.8% in Q1 2026, selling an estimated $11.3K and leaving 12,352 shares worth $1.32M. The position accounts for 0.09% of the portfolio, ranked #194.

Coastal Bridge Advisors first reported a position in IWF in Q3 2022 and has held it in 10 quarters since. The position peaked at $1.47M in Q4 2025. 2,434 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Coastal Bridge Advisors held 12,352 shares of iShares Russell 1000 Growth ETF worth $1.32M as of Q1 2026.
Coastal Bridge Advisors sold 100 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $11.3K.
iShares Russell 1000 Growth ETF made up 0.09% of Coastal Bridge Advisors's portfolio in Q1 2026, its #194 holding.
Coastal Bridge Advisors first reported a position in iShares Russell 1000 Growth ETF in Q3 2022 and has held it in 10 quarters since.
Coastal Bridge Advisors's iShares Russell 1000 Growth ETF position peaked at $1.47M in Q4 2025.
2,434 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.