CBA
IWP icon

Coastal Bridge Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Coastal Bridge Advisors’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,458
Closed -$202K – 477
2025
Q2 		$202K Buy
+1,458
New +$184K 0.02% 416

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

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

Coastal Bridge Advisors sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2025, closing a stake of 1,458 shares — an estimated $202K sold.

Coastal Bridge Advisors first reported a position in IWP in Q2 2025 and held it in 1 quarter. The position peaked at $202K in Q2 2025. 1,164 funds tracked by Wall St. Rank hold IWP as of Q3 2025.

  • Coastal Bridge Advisors reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Coastal Bridge Advisors sold 1,458 iShares Russell Mid-Cap Growth ETF shares in Q3 2025, an estimated $202K.
  • Coastal Bridge Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2025 and held it in 1 quarter.
  • Coastal Bridge Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $202K in Q2 2025.
  • 1,164 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2025.

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