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 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	0.09%	180
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 $1.37T AUM 24.88% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Coastal Bridge Advisors increased its iShares Russell 2000 ETF (IWM) stake by 0.78% in Q1 2026, buying an estimated $3.61K and bringing the position to 1,818 shares worth $451K. The position accounts for 0.03% of the portfolio, ranked #327.

Coastal Bridge Advisors first reported a position in IWM in Q4 2018 and has held it in 6 quarters since. The position peaked at $1.11M in Q4 2018. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Coastal Bridge Advisors held 1,818 shares of iShares Russell 2000 ETF worth $451K as of Q1 2026.
Coastal Bridge Advisors bought 14 iShares Russell 2000 ETF shares in Q1 2026, an estimated $3.61K.
iShares Russell 2000 ETF made up 0.03% of Coastal Bridge Advisors's portfolio in Q1 2026, its #327 holding.
Coastal Bridge Advisors first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 6 quarters since.
Coastal Bridge Advisors's iShares Russell 2000 ETF position peaked at $1.11M in Q4 2018.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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