Coastal Bridge Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
Other funds holding IWS
TCIIS
FCBT
CB
Coastal Bridge Advisors's IWS Position: Q1 2026 in Review
Coastal Bridge Advisors increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.28% in Q1 2026, buying an estimated $1.34K and bringing the position to 3,211 shares worth $468K. The position accounts for 0.03% of the portfolio, ranked #321.
Coastal Bridge Advisors first reported a position in IWS in Q1 2025 and has held it in 5 quarters since. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.
- Coastal Bridge Advisors held 3,211 shares of iShares Russell Mid-Cap Value ETF worth $468K as of Q1 2026.
- Coastal Bridge Advisors bought 9 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $1.34K.
- iShares Russell Mid-Cap Value ETF made up 0.03% of Coastal Bridge Advisors's portfolio in Q1 2026, its #321 holding.
- Coastal Bridge Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2025 and has held it in 5 quarters since.
- 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.
Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.