iShares S&P MidCap 400 Index shares owned by Coastal Investment Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Coastal Investment Advisors
from 13F filings
Historical chart of Coastal Investment Advisors investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Coastal Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $26k | 396 | 65.24 |
| 2025-06-30 | $33k | 527 | 61.98 |
| 2025-03-31 | $50k | 855 | 58.35 |
| 2024-12-31 | $54k | 858 | 62.92 |
| 2024-09-30 | $211k | 3.3k | 63.41 |
| 2024-06-30 | $704k | 12k | 58.52 |
| 2024-03-31 | $624k | 10k | 60.74 |
| 2023-12-31 | $574k | 2.1k | 277.19 |
| 2023-09-30 | $582k | 2.2k | 261.48 |
| 2023-06-30 | $594k | 2.3k | 261.45 |
| 2023-03-31 | $567k | 2.3k | 250.21 |
| 2022-12-31 | $789k | 3.3k | 241.86 |
| 2022-09-30 | $718k | 3.3k | 219.10 |
| 2022-06-30 | $747k | 3.3k | 229.07 |
| 2022-03-31 | $1.0M | 3.8k | 268.37 |
| 2021-12-31 | $1.0M | 3.7k | 283.18 |
| 2021-09-30 | $987k | 3.8k | 262.99 |
| 2021-06-30 | $1.0M | 3.7k | 268.58 |
| 2021-03-31 | $1.1M | 4.1k | 260.42 |
| 2020-12-31 | $484k | 2.1k | 229.60 |
| 2020-09-30 | $510k | 2.8k | 185.45 |
| 2020-06-30 | $471k | 2.7k | 177.74 |
| 2020-03-31 | $268k | 1.9k | 143.85 |
| 2019-12-31 | $1.2M | 6.3k | 198.02 |
| 2019-09-30 | $1.5M | 7.6k | 198.02 |
| 2019-06-30 | $3.0M | 8.9k | 333.33 |
| 2019-03-31 | $1.5M | 7.6k | 196.97 |
More positions owned by Coastal Investment Advisors
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