Coastal Bridge Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$546K	Sell	1,816 -2	-0.1%	-$562	0.03%	309
2026 Q1	$451K	Buy	1,818 +14	+0.8%	+$3.61K	0.03%	327
2025 Q4	$444K	Hold	1,804	–	–	0.03%	316
2025 Q3	$436K	Sell	1,804 -20	-1%	-$4.59K	0.03%	316
2025 Q2	$394K	Sell	1,824 -60	-3%	-$12.1K	0.03%	319
2025 Q1	$376K	Buy	+1,884	New	+$409K	0.03%	319
2019 Q1	–	Sell	-8,262	Closed	-$1.11M	–	138
2018 Q4	$1.11M	Buy	+8,262	New	+$1.23M	0.44%	40

Other funds holding IWM

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Coastal Bridge Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 0.11% in Q2 2026, selling an estimated $562 and leaving 1,816 shares worth $546K. The position accounts for 0.03% of the portfolio, ranked #309.

Coastal Bridge Advisors first reported a position in IWM in Q4 2018 and has held it in 7 quarters since. The position peaked at $1.11M in Q4 2018. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Coastal Bridge Advisors held 1,816 shares of iShares Russell 2000 ETF worth $546K as of Q2 2026.
Coastal Bridge Advisors sold 2 iShares Russell 2000 ETF shares in Q2 2026, an estimated $562.
iShares Russell 2000 ETF made up 0.03% of Coastal Bridge Advisors's portfolio in Q2 2026, its #309 holding.
Coastal Bridge Advisors first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 7 quarters since.
Coastal Bridge Advisors's iShares Russell 2000 ETF position peaked at $1.11M in Q4 2018.
2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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