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Coastline Trust’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Coastline Trust’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$88.4K Sell
642
-51
-7% -$7.16K 0.01% 224
2026
Q2 		$101K Buy
+693
New +$95.5K 0.01% 239

Other funds holding IWP

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
APW
Acima Private Wealth Richmond, Virginia $344M AUM 11.21% 1-Year Est. Return
LA
LWM Advisors El Dorado Hills, California $132M AUM 13.37% 1-Year Est. Return

Coastline Trust's IWP Position: Q3 2026 in Review

Coastline Trust reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 7.4% in Q3 2026, selling an estimated $7.16K and leaving 642 shares worth $88.4K. The position accounts for 0.01% of the portfolio, ranked #224.

Coastline Trust first reported a position in IWP in Q2 2026 and has held it in 2 quarters since. The position peaked at $101K in Q2 2026. 75 funds tracked by Wall St. Rank hold IWP as of Q3 2026.

  • Coastline Trust held 642 shares of iShares Russell Mid-Cap Growth ETF worth $88.4K as of Q3 2026.
  • Coastline Trust sold 51 iShares Russell Mid-Cap Growth ETF shares in Q3 2026, an estimated $7.16K.
  • iShares Russell Mid-Cap Growth ETF made up 0.01% of Coastline Trust's portfolio in Q3 2026, its #224 holding.
  • Coastline Trust first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2026 and has held it in 2 quarters since.
  • Coastline Trust's iShares Russell Mid-Cap Growth ETF position peaked at $101K in Q2 2026.
  • 75 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2026.

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