Coastwise Capital Group’s iShares Russell 2000 Value ETF IWN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2,104	Closed	-$381K	–	130
2025 Q4	$381K	Buy	2,104 +12	+0.6%	+$2.16K	0.19%	99
2025 Q3	$370K	Buy	2,092 +9	+0.4%	+$1.52K	0.26%	84
2025 Q2	$329K	Buy	2,083 +10	+0.5%	+$1.49K	0.26%	84
2025 Q1	$313K	Sell	2,073 -994	-32%	-$161K	0.26%	88
2024 Q4	$503K	Buy	3,067 +16	+0.5%	+$2.73K	0.4%	61
2024 Q3	$509K	Buy	3,051 +716	+31%	+$116K	0.42%	67
2024 Q2	$356K	Buy	2,335 +11	+0.5%	+$1.68K	0.34%	78
2024 Q1	$369K	Buy	2,324 +8	+0.3%	+$1.21K	0.34%	78
2023 Q4	$360K	Buy	2,316 +29	+1%	+$4.02K	0.37%	74
2023 Q3	$310K	Buy	+2,287	New	+$328K	0.36%	78
2023 Q1	–	Sell	-1,988	Closed	-$276K	–	113
2022 Q4	$276K	Buy	1,988 +27	+1%	+$3.81K	0.33%	87
2022 Q3	$253K	Buy	1,961 +300	+18%	+$43.4K	0.4%	78
2022 Q2	$226K	Buy	+1,661	New	+$247K	0.28%	93

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Coastwise Capital Group's IWN Position: Q1 2026 in Review

Coastwise Capital Group sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2026, closing a stake of 2,104 shares — an estimated $381K sold.

Coastwise Capital Group first reported a position in IWN in Q2 2022 and held it in 13 quarters. The position peaked at $509K in Q3 2024. 1,028 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

Coastwise Capital Group reported no remaining iShares Russell 2000 Value ETF position as of Q1 2026 after selling out during the quarter.
Coastwise Capital Group sold 2,104 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $381K.
Coastwise Capital Group first reported a position in iShares Russell 2000 Value ETF in Q2 2022 and held it in 13 quarters.
Coastwise Capital Group's iShares Russell 2000 Value ETF position peaked at $509K in Q3 2024.
1,028 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Coastwise Capital Group's 13F filing for Q1 2026, filed 8 May 2026.