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iShares Russell 2000 Index shares owned by Coastal Investment Advisors

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Coastal Investment Advisors from 13F filings

Historical chart of Coastal Investment Advisors investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index held by Coastal Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Index by Coastal Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.2M 20k 210.30
2023-12-31 $4.1M 21k 200.71
2023-09-30 $4.0M 22k 187.27
2023-06-30 $4.1M 22k 187.27
2023-03-31 $4.2M 24k 178.40
2022-12-31 $4.1M 24k 174.36
2022-09-30 $4.0M 24k 164.92
2022-06-30 $4.1M 24k 171.40
2022-03-31 $4.9M 24k 205.26
2021-12-31 $5.5M 25k 222.45
2021-09-30 $5.4M 25k 218.73
2021-06-30 $5.1M 22k 229.37
2021-03-31 $4.8M 22k 220.95
2020-12-31 $4.0M 21k 196.07
2020-09-30 $2.9M 20k 149.77
2020-06-30 $3.0M 21k 143.17
2020-03-31 $2.2M 20k 114.45
2019-12-31 $2.8M 17k 166.67
2019-09-30 $2.4M 16k 150.00
2019-06-30 $2.5M 16k 156.25
2019-03-31 $2.4M 16k 150.00