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iShares S&P SmallCap 600 Value Idx shares owned by Coastline Trust

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by Coastline Trust from 13F filings

Historical chart of Coastline Trust investment in iShares S&P SmallCap 600 Value Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Value Idx held by Coastline Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P SmallCap 600 Value Idx by Coastline Trust

Quarter filed Position value Share count Share price at filing
2024-09-30 $212k 2.0k 107.66
2024-03-31 $767k 7.5k 102.76
2023-12-31 $886k 8.6k 103.07
2023-09-30 $1.6M 18k 89.22
2023-06-30 $2.9M 31k 95.09
2023-03-31 $18M 189k 93.59
2022-12-31 $19M 204k 91.31

More positions owned by Coastline Trust

NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Core S&p500 Etf (IVV)
Vanguard Etf/usa Sm Cp Val Etf (VBR)
BlackRock Fund Advisors Rus Mid Cap Etf (IWR)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Meta Platforms Cl A (META)
BlackRock Fund Advisors Core S&p Mcp Etf (IJH)
Eli Lilly & Co. (LLY)
Vanguard Etf/usa Total Stk Mkt (VTI)
SSgA Funds Management Tr Unit (SPY)
BlackRock Fund Advisors Msci Jpn Etf New (EWJ)
Palo Alto Networks (PANW)

View all positions for Coastline Trust

Top funds holding iShares S&P SmallCap 600 Value Idx

Bank of America Corporation
FMR
M^T Bank Corporation
Regions Bank
Wells Fargo & Company
UBS Group
Prime Capital Investment Advisors
Ameriprise Financial
LPL Financial
Modera Wealth Management
Envestnet Asset Management
Pnc Financial Services
Commonwealth Equity Services
Royal Bank of Canada
One Capital Management

View all funds holding iShares S&P SmallCap 600 Value Idx