Coastal Bridge Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
Other funds holding IWM
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.