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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$423K	Sell	3,202 -100	-3%	-$13.2K	0.03%	306
2025 Q1	$416K	Buy	+3,302	New	+$416K	0.1%	173