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Coastline Trust’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Coastline Trust’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$36K Hold
101
– – ﹤0.01% 278
2026
Q2 		$39.8K Buy
+101
New +$36.9K ﹤0.01% 297

Other funds holding IWO

LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LA
LWM Advisors El Dorado Hills, California $132M AUM 13.37% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EA
Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Coastline Trust's IWO Position: Q3 2026 in Review

Coastline Trust held its iShares Russell 2000 Growth ETF (IWO) position steady in Q3 2026 at 101 shares worth $36K. The position accounts for ﹤0.01% of the portfolio, ranked #278.

Coastline Trust first reported a position in IWO in Q2 2026 and has held it in 2 quarters since. The position peaked at $39.8K in Q2 2026. 43 funds tracked by Wall St. Rank hold IWO as of Q3 2026.

  • Coastline Trust held 101 shares of iShares Russell 2000 Growth ETF worth $36K as of Q3 2026.
  • Coastline Trust left its iShares Russell 2000 Growth ETF share count unchanged in Q3 2026.
  • iShares Russell 2000 Growth ETF made up ﹤0.01% of Coastline Trust's portfolio in Q3 2026, its #278 holding.
  • Coastline Trust first reported a position in iShares Russell 2000 Growth ETF in Q2 2026 and has held it in 2 quarters since.
  • Coastline Trust's iShares Russell 2000 Growth ETF position peaked at $39.8K in Q2 2026.
  • 43 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2026.

Based on Coastline Trust's 13F filing for Q3 2026, filed 1 Oct 2026.