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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Index 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 MidCap 400 Index by Coastal Investment Advisors

Quarter filed Position value Share count Share price at filing
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