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iShares S&P SmallCap 600 Value Idx shares owned by Coastline Trust

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

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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Value Idx 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 Value Idx by Coastline Trust

Quarter filed Position value Share count Share price at filing
2024-03-31 $767k 7.5k 102.76
2023-12-31 $886k 8.6k 103.07
2023-09-30 $1.6M 18k 89.22
2023-06-30 $2.9M 31k 95.09
2023-03-31 $18M 189k 93.59
2022-12-31 $19M 204k 91.31

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 Value Idx

Bank of America Corporation
Wells Fargo & Company
Regions Bank
Advisor Group Holdings
UBS Group
M^T Bank Corporation
Prime Capital Investment Advisors
CI Private Wealth
Modera Wealth Management
Pnc Financial Services
Goldman Sachs Group
Orion Portfolio Solutions
Commonwealth Equity Services
Bessemer
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Value Idx