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iShares Russell 1000 Value Index shares owned by Coastline Trust

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Coastline Trust from 13F filings

Historical chart of Coastline Trust investment in iShares Russell 1000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Value 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 Russell 1000 Value Index by Coastline Trust

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 6.2k 179.11
2023-12-31 $1.0M 6.3k 165.25
2023-09-30 $1.3M 8.8k 151.82
2023-06-30 $1.5M 9.8k 157.83
2023-03-31 $2.0M 13k 151.65
2022-12-31 $2.0M 13k 151.65
2022-09-30 $1.7M 12k 135.98
2022-06-30 $1.9M 13k 144.95
2022-03-31 $2.5M 15k 165.99
2021-12-31 $2.4M 14k 167.92
2021-09-30 $2.0M 13k 156.53
2021-06-30 $1.9M 12k 158.64
2021-03-31 $1.8M 12k 151.53
2020-12-31 $1.6M 12k 136.74
2020-09-30 $1.9M 16k 118.12
2020-06-30 $1.9M 17k 112.61
2020-03-31 $1.6M 16k 99.21
2019-12-31 $2.4M 17k 136.48
2019-09-30 $2.2M 17k 128.27
2019-06-30 $2.0M 16k 127.23
2019-03-31 $1.9M 15k 123.52
2018-12-31 $1.6M 14k 111.07
2018-09-30 $1.7M 13k 126.62
2018-06-30 $1.4M 12k 121.41
2018-03-31 $1.2M 10k 119.96
2017-12-31 $1.3M 10k 124.33
2017-09-30 $1.1M 9.3k 118.46
2017-06-30 $1.1M 9.1k 116.43
2017-03-31 $1.7M 15k 114.94
2016-12-31 $1.6M 15k 112.02
2016-09-30 $1.6M 16k 105.62
2016-06-30 $1.8M 17k 103.26
2016-03-31 $1.7M 17k 98.82
2015-12-31 $1.9M 19k 97.88
2015-09-30 $1.9M 21k 93.30
2015-06-30 $2.1M 20k 103.14
2015-03-31 $2.1M 20k 103.09
2014-12-31 $2.1M 20k 104.41
2014-09-30 $2.0M 20k 100.09
2014-06-30 $2.0M 20k 101.27
2014-03-31 $1.9M 20k 96.52
2013-12-31 $1.9M 20k 94.19
2013-09-30 $1.7M 20k 86.20
2013-06-30 $1.7M 20k 83.79
2013-03-31 $1.8M 22k 81.17
2012-12-31 $1.6M 22k 72.81
2012-09-30 $1.7M 23k 72.16
2012-06-30 $1.6M 23k 68.21
2012-03-31 $1.7M 24k 70.09
2011-12-31 $1.4M 23k 63.49
2011-09-30 $1.3M 24k 56.59
2011-06-30 $1.6M 23k 68.28
2011-03-31 $1.7M 25k 68.69

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 Russell 1000 Value Index

Bank of America Corporation
Goldman Sachs Group
Jpmorgan Chase & Co
UBS Group
Wells Fargo & Company
M^T Bank Corporation
Baird Financial
Raymond James & Associates
Pnc Financial Services
Branch Banking & Trust Company
Royal Bank of Canada
Jasper Ridge Partners
Commonwealth Equity Services
Stifel Financial
GLOBALT Investments LLC / GA

View all funds holding iShares Russell 1000 Value Index