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

Coastal Bridge Advisors’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,731
Closed -$273K – 476
2025
Q2 		$273K Buy
+1,731
New +$258K 0.02% 372

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Coastal Bridge Advisors's IWN Position: Q3 2025 in Review

Coastal Bridge Advisors sold out of iShares Russell 2000 Value ETF (IWN) in Q3 2025, closing a stake of 1,731 shares — an estimated $273K sold.

Coastal Bridge Advisors first reported a position in IWN in Q2 2025 and held it in 1 quarter. The position peaked at $273K in Q2 2025. 971 funds tracked by Wall St. Rank hold IWN as of Q3 2025.

  • Coastal Bridge Advisors reported no remaining iShares Russell 2000 Value ETF position as of Q3 2025 after selling out during the quarter.
  • Coastal Bridge Advisors sold 1,731 iShares Russell 2000 Value ETF shares in Q3 2025, an estimated $273K.
  • Coastal Bridge Advisors first reported a position in iShares Russell 2000 Value ETF in Q2 2025 and held it in 1 quarter.
  • Coastal Bridge Advisors's iShares Russell 2000 Value ETF position peaked at $273K in Q2 2025.
  • 971 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2025.

Based on Coastal Bridge Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.