iShares Morningstar Small Value shares owned by Coastal Investment Advisors
Quarter-by-quarter ownership of iShares Morningstar Small Value (ISCV) shares owned by Coastal Investment Advisors
from 13F filings
Historical chart of Coastal Investment Advisors investment in iShares Morningstar Small Value
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Quarterly reported holdings in iShares Morningstar Small Value by Coastal Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $9.6k | 150 | 63.77 |
| 2024-09-30 | $9.6k | 150 | 63.74 |
| 2024-06-30 | $20k | 350 | 57.91 |
| 2024-03-31 | $21k | 350 | 61.20 |
| 2023-06-30 | $24k | 450 | 54.02 |
| 2022-12-31 | $23k | 450 | 52.06 |
| 2022-09-30 | $21k | 450 | 46.67 |
| 2019-12-31 | $35k | 250 | 140.00 |
| 2019-09-30 | $56k | 400 | 140.00 |
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