iShares S&P SmallCap 600 Value Idx shares owned by Coastal Investment Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by Coastal Investment Advisors
from 13F filings
Historical chart of Coastal Investment Advisors investment in iShares S&P SmallCap 600 Value Idx
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All positions including iShares S&P SmallCap 600 Value Idx held by Coastal Investment Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $5.5k | 51 | 107.41 |
2024-06-30 | $360k | 3.7k | 97.27 |
2024-03-31 | $379k | 3.7k | 102.76 |
2023-12-31 | $400k | 3.9k | 103.06 |
2023-09-30 | $458k | 4.8k | 95.10 |
2023-06-30 | $458k | 4.8k | 95.10 |
2023-03-31 | $449k | 4.8k | 93.60 |
2022-12-31 | $436k | 4.8k | 91.32 |
2022-09-30 | $393k | 4.8k | 82.51 |
2022-06-30 | $426k | 4.7k | 89.99 |
2022-03-31 | $489k | 4.8k | 102.32 |
2021-12-31 | $498k | 4.8k | 104.49 |
2021-09-30 | $477k | 4.7k | 100.57 |
2021-06-30 | $477k | 4.5k | 105.53 |
2021-03-31 | $509k | 5.1k | 100.69 |
2020-12-31 | $361k | 4.4k | 81.40 |
2020-09-30 | $269k | 2.2k | 122.55 |
2020-06-30 | $263k | 2.2k | 120.37 |
2020-03-31 | $217k | 2.2k | 99.72 |
2019-12-31 | $339k | 2.2k | 157.36 |
2019-09-30 | $0 | 2.2k | 0.00 |
2019-06-30 | $0 | 2.2k | 0.00 |
2019-03-31 | $315k | 2.1k | 147.75 |
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