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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
2025-09-30 $137k 1.2k 110.59
2025-06-30 $139k 1.4k 99.49
2025-03-31 $186k 1.9k 97.48
2024-12-31 $213k 2.0k 108.61
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)
Microsoft Corporation (MSFT)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus Mid Cap Etf (IWR)
Meta Platforms Cl A (META)
Amazon (AMZN)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Palo Alto Networks (PANW)

View all positions for Coastline Trust

Top funds holding iShares S&P SmallCap 600 Value Idx

Morgan Stanley
Wells Fargo & Company
FMR
UBS Group
LPL Financial
Prime Capital Investment Advisors
Modera Wealth Management
Ameriprise Financial
Envestnet Asset Management
M^T Bank Corporation
Pnc Financial Services
Commonwealth Equity Services
Royal Bank of Canada
HighTower Advisors
Northwestern Mutual Wealth Management Company

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