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
2025 Q2	$394K	Sell
2025 Q1	$376K	Buy
2019 Q1	–	Sell
2018 Q4	$1.11M	Buy
2018 Q2	–	Hold
2018 Q1	–	Hold