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iShares S&P SmallCap 600 Index shares owned by Coastline Trust

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Coastline Trust from 13F filings

Historical chart of Coastline Trust investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index held by Coastline Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Coastline Trust

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.2M 20k 110.52
2023-12-31 $2.2M 20k 108.25
2023-09-30 $1.4M 15k 94.33
2023-06-30 $1.6M 16k 99.65
2023-03-31 $2.2M 23k 94.64
2022-12-31 $2.2M 23k 94.64
2022-09-30 $7.6M 88k 87.19
2022-06-30 $808k 8.7k 92.41
2022-03-31 $897k 8.3k 107.86
2021-12-31 $864k 7.6k 114.43
2021-09-30 $799k 7.3k 109.17
2021-06-30 $821k 7.3k 113.03
2021-03-31 $790k 7.3k 108.54
2020-12-31 $677k 7.4k 91.93
2020-09-30 $519k 7.4k 70.28
2020-06-30 $507k 7.4k 68.31
2020-03-31 $2.9M 52k 56.11
2019-12-31 $4.4M 52k 83.85
2019-09-30 $4.1M 52k 77.85
2019-06-30 $4.1M 52k 78.29
2019-03-31 $4.0M 52k 77.15
2018-12-31 $3.6M 52k 69.31
2018-09-30 $4.5M 51k 87.23
2018-06-30 $4.3M 52k 83.46
2018-03-31 $4.0M 52k 77.02
2017-12-31 $4.0M 52k 76.80
2017-09-30 $570k 7.7k 74.29
2017-06-30 $538k 7.7k 70.16
2017-03-31 $527k 7.6k 69.16
2016-12-31 $518k 3.8k 137.59
2016-09-30 $528k 4.3k 124.19
2016-06-30 $491k 4.2k 116.15
2016-03-31 $490k 4.4k 112.54
2015-12-31 $487k 4.4k 110.10
2015-09-30 $452k 4.2k 106.48
2015-06-30 $501k 4.2k 117.90
2015-03-31 $504k 4.3k 117.92
2014-12-31 $487k 4.3k 113.94
2014-09-30 $492k 4.7k 104.17
2014-06-30 $535k 4.8k 112.08
2014-03-31 $528k 4.8k 110.20
2013-12-31 $510k 4.7k 109.14
2013-09-30 $447k 4.5k 99.71
2013-06-30 $404k 4.5k 90.20

More positions owned by Coastline Trust

Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Apple Common Stock (AAPL)
Ishares Core S&p 500 Etf Other (IVV)
Vanguard Small Cap Value Etf Other (VBR)
Alphabet Inc Cl A Common Stock (GOOGL)
Ishares Russell Midcap Etf Other (IWR)
Ishares Core S&p Mid-cap Etf Other (IJH)
Amazon Common Stock (AMZN)
Meta Platforms Inc Cl A Common Stock (META)
Eli Lilly & Co Common Stock (LLY)
Vanguard Total Stock Market Et Other (VTI)
Ishares Russell 2000 Etf Other (IWM)
Ishares Msci Japan Etf Other (EWJ)
Spdr S&p 500 Etf Trust Other (SPY)

View all positions for Coastline Trust

Top funds holding iShares S&P SmallCap 600 Index

Bank of America Corporation
Wells Fargo & Company
Bank of New York Mellon
Goldman Sachs Group
UBS Group
Raymond James & Associates
First Command Advisory Services
Pnc Financial Services
Royal Bank of Canada
Us Bancorp
Branch Banking & Trust Company
Raymond James Financial Services Advisors
Baird Financial
Commonwealth Equity Services
Regions Bank

View all funds holding iShares S&P SmallCap 600 Index