Coastline Trust Co IWM Holdings History

Number of Shares
50,594.00
Current Holdings Value*
$10.92 Mil
% of Portfolio
1.25%
Total Estimate Gain
$4.63 Mil
% of Total Estimate Gain
22.12%

Coastline Trust Co's iShares Russell 2000 ETF Holding Summary

As of 2025-06-30, Coastline Trust Co held 50,594.00 shares of iShares Russell 2000 ETF(IWM), totaling $10.92 Mil. This investment constitutes 1.25% of their stock portfolio, and Coastline Trust Co now holds 0.02% of the outstanding iShares Russell 2000 ETF(IWM) stock.

The initial trade took place in 2014Q1. And since then Coastline Trust Co has made 21 purchases of IWM, at an average price of $165.96, for a total of 126,151.00 shares. In addition, there have been 14 sales at an average price of $189.51 for 75,557.00 shares. Based on historical transaction data and IWM's current price of $222.33, Coastline Trust Co's estimated gain on his IWM holdings is $4.63 Mil, reflecting a 22.12% gain to date.

Coastline Trust Co IWM ($222.33) Holding Chart

Coastline Trust Co IWM ($222.33) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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