iShares Morningstar Large Growth shares owned by Coastal Investment Advisors
Quarter-by-quarter ownership of iShares Morningstar Large Growth (ILCG) shares owned by Coastal Investment Advisors
from 13F filings
Historical chart of Coastal Investment Advisors investment in iShares Morningstar Large Growth
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Quarterly reported holdings in iShares Morningstar Large Growth by Coastal Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $61k | 580 | 104.30 |
| 2025-06-30 | $56k | 580 | 96.90 |
| 2025-03-31 | $47k | 580 | 80.99 |
| 2024-12-31 | $53k | 580 | 91.30 |
| 2024-09-30 | $50k | 580 | 85.99 |
| 2024-06-30 | $59k | 718 | 81.45 |
| 2024-03-31 | $54k | 718 | 75.50 |
| 2023-09-30 | $45k | 717 | 62.38 |
| 2023-06-30 | $45k | 717 | 62.38 |
| 2022-12-31 | $35k | 717 | 48.68 |
| 2022-09-30 | $35k | 717 | 48.81 |
| 2019-12-31 | $24k | 116 | 206.90 |
| 2019-09-30 | $22k | 116 | 189.66 |
| 2019-06-30 | $22k | 116 | 189.66 |
| 2019-03-31 | $21k | 116 | 181.03 |
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