Coastline Trust’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.1M | Hold |
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|
2025
Q2 | $1.95M | Sell |
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|
2025
Q1 | $1.78M | Hold |
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|
2024
Q4 | $1.87M | Buy |
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|
2024
Q3 | $1.82M | Sell |
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|
2024
Q2 | $1.74M | Sell |
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|
2024
Q1 | $1.7M | Sell |
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|
2023
Q4 | $1.58M | Buy |
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|
2023
Q3 | $1.24M | Sell |
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|
2023
Q2 | $1.56M | Hold |
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|
2023
Q1 | $1.44M | Buy |
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|
2022
Q4 | $1.34M | Sell |
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|
2022
Q3 | $1.4M | Buy |
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|
2022
Q2 | $1.25M | Buy |
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|
2022
Q1 | $1.43M | Buy |
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|
2021
Q4 | $1.27M | Buy |
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|
2021
Q3 | $925K | Sell |
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|
2021
Q2 | $979K | Sell |
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|
2021
Q1 | $919K | Sell |
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|
2020
Q4 | $1.04M | Sell |
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|
2020
Q3 | $941K | Sell |
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|
2020
Q2 | $1.19M | Sell |
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|
2020
Q1 | $1.05M | Sell |
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|
2019
Q4 | $1.39M | Sell |
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|
2019
Q3 | $1.33M | Sell |
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|
2019
Q2 | $1.43M | Sell |
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|
2019
Q1 | $1.44M | Sell |
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|
2018
Q4 | $1.37M | Sell |
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|
2018
Q3 | $1.6M | Sell |
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|
2018
Q2 | $1.68M | Sell |
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|
2018
Q1 | $1.75M | Sell |
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|
2017
Q4 | $1.87M | Buy |
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|
2017
Q3 | $1.75M | Buy |
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|
2017
Q2 | $1.63M | Buy |
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|
2017
Q1 | $1.5M | Buy |
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|
2016
Q4 | $1.33M | Buy |
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|
2016
Q3 | $1.28M | Buy |
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|
2016
Q2 | $1.06M | Buy |
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|
2016
Q1 | $702K | Buy |
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|
2015
Q4 | $692K | Sell |
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|
2015
Q3 | $666K | Buy |
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|
2015
Q2 | $709K | Sell |
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|
2015
Q1 | $729K | Sell |
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|
2014
Q4 | $732K | Hold |
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|
2014
Q3 | $701K | Sell |
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|
2014
Q2 | $720K | Sell |
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|
2014
Q1 | $707K | Hold |
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|
2013
Q4 | $696K | Sell |
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|
2013
Q3 | $661K | Sell |
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|
2013
Q2 | $714K | Buy |
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