Coastwise Capital Group’s iShares Russell 1000 ETF IWB Stock Holding History

Coastwise Capital Group’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$219K	Buy	+535	New	+$212K	0.13%	132

Other funds holding IWB

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Brewster Financial Planning Brooklyn, New York $182M AUM 15.59% 1-Year Est. Return

Coastwise Capital Group's IWB Position: Q2 2026 in Review

Coastwise Capital Group opened a new position in iShares Russell 1000 ETF (IWB) in Q2 2026: 535 shares worth $219K. The stake represents 0.13% of the portfolio and ranks #132 among its holdings.

365 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Coastwise Capital Group held 535 shares of iShares Russell 1000 ETF worth $219K as of Q2 2026.
iShares Russell 1000 ETF was a new Coastwise Capital Group position in Q2 2026.
iShares Russell 1000 ETF made up 0.13% of Coastwise Capital Group's portfolio in Q2 2026, its #132 holding.
365 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Coastwise Capital Group's 13F filing for Q2 2026, filed 16 Jul 2026.