Coastal Bridge Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Coastal Bridge Advisors’s Portfolio IWS Stock Details IWS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$529K	Hold	3,211	–	–	0.03%	315
2026 Q1	$468K	Buy	3,211 +9	+0.3%	+$1.34K	0.03%	321
2025 Q4	$452K	Hold	3,202	–	–	0.03%	313
2025 Q3	$447K	Hold	3,202	–	–	0.03%	310
2025 Q2	$423K	Sell	3,202 -100	-3%	-$12.5K	0.03%	308
2025 Q1	$416K	Buy	+3,302	New	+$430K	0.04%	303

Other funds holding IWS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Coastal Bridge Advisors's IWS Position: Q2 2026 in Review

Coastal Bridge Advisors held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2026 at 3,211 shares worth $529K. The position accounts for 0.03% of the portfolio, ranked #315.

Coastal Bridge Advisors first reported a position in IWS in Q1 2025 and has held it in 6 quarters since. 1,050 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Coastal Bridge Advisors held 3,211 shares of iShares Russell Mid-Cap Value ETF worth $529K as of Q2 2026.
Coastal Bridge Advisors left its iShares Russell Mid-Cap Value ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Value ETF made up 0.03% of Coastal Bridge Advisors's portfolio in Q2 2026, its #315 holding.
Coastal Bridge Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
1,050 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.