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iShares S&P NA Tec.-SW. Idx. Fund shares owned by Coastal Investment Advisors

Quarter-by-quarter ownership of iShares S&P NA Tec.-SW. Idx. Fund (IGV) shares owned by Coastal Investment Advisors from 13F filings

Historical chart of Coastal Investment Advisors investment in iShares S&P NA Tec.-SW. Idx. Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P NA Tec.-SW. Idx. Fund 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 S&P NA Tec.-SW. Idx. Fund by Coastal Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $56k 595 93.33
2024-06-30 $113k 1.3k 86.90
2024-03-31 $79k 930 85.27
2023-09-30 $82k 236 345.92
2023-06-30 $82k 236 345.92
2022-12-31 $60k 236 255.86
2022-09-30 $59k 236 250.00

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Select Sector Spdr Tr Technology (XLK)
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Select Sector Spdr Tr Financial (XLF)
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Ishares Tr Blackrock Ultra (ICSH)
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View all positions for Coastal Investment Advisors

Top funds holding iShares S&P NA Tec.-SW. Idx. Fund

Varma Mutual Pension Insurance
Morgan Stanley
Migdal Insurance & Financial Holdings
Bank of America Corporation
Citigroup
Main Management ETF Advisors
Wellspring Financial Advisors
Goldman Sachs Group
Healthcare Of Ontario Pension Plan Trust Fund
Susquehanna International
Fisher Investments
LPL Financial
Wells Fargo & Company
Royal Bank of Canada
Franklin Resources

View all funds holding iShares S&P NA Tec.-SW. Idx. Fund