iShares S&P SmallCap 600 Index shares owned by Coastal Investment Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Coastal Investment Advisors
from 13F filings
Historical chart of Coastal Investment Advisors investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Coastal Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.6M | 14k | 110.52 |
| 2023-12-31 | $1.5M | 14k | 108.25 |
| 2023-09-30 | $1.4M | 14k | 99.65 |
| 2023-06-30 | $1.4M | 14k | 99.65 |
| 2023-03-31 | $1.4M | 15k | 96.70 |
| 2022-12-31 | $1.6M | 17k | 94.64 |
| 2022-09-30 | $1.5M | 17k | 87.16 |
| 2022-06-30 | $9.1M | 98k | 93.28 |
| 2022-03-31 | $11M | 100k | 107.88 |
| 2021-12-31 | $2.3M | 20k | 114.51 |
| 2021-09-30 | $2.3M | 21k | 109.18 |
| 2021-06-30 | $2.4M | 22k | 112.98 |
| 2021-03-31 | $2.4M | 22k | 108.53 |
| 2020-12-31 | $7.5M | 81k | 91.90 |
| 2020-09-30 | $4.1M | 58k | 70.23 |
| 2020-06-30 | $4.1M | 60k | 68.29 |
| 2020-03-31 | $3.4M | 61k | 56.12 |
| 2019-12-31 | $4.4M | 54k | 81.73 |
| 2019-09-30 | $4.3M | 54k | 79.21 |
| 2019-06-30 | $6.7M | 53k | 125.00 |
| 2019-03-31 | $2.8M | 23k | 125.00 |
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