Coastline Trust Co IWR Holdings History

Number of Shares
362,956.00
Current Holdings Value*
$33.38 Mil
% of Portfolio
3.82%
Total Estimate Gain
$11.22 Mil
% of Total Estimate Gain
37.24%

Coastline Trust Co's iShares Russell Mid-Cap ETF Holding Summary

As of 2025-06-30, Coastline Trust Co held 362,956.00 shares of iShares Russell Mid-Cap ETF(IWR), totaling $33.38 Mil. This investment constitutes 3.82% of their stock portfolio, and Coastline Trust Co now holds 0.08% of the outstanding iShares Russell Mid-Cap ETF(IWR) stock.

The initial trade took place in 2014Q1. And since then Coastline Trust Co has made 16 purchases of IWR, at an average price of $62.76, for a total of 479,974.00 shares. In addition, there have been 20 sales at an average price of $61.98 for 117,018.00 shares. Based on historical transaction data and IWR's current price of $93.91, Coastline Trust Co's estimated gain on his IWR holdings is $11.22 Mil, reflecting a 37.24% gain to date.

Coastline Trust Co IWR ($93.91) Holding Chart

Coastline Trust Co IWR ($93.91) 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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