iShares S&P 1500 Index Fund shares owned by Coastal Capital Group
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Coastal Capital Group
from 13F filings
Historical chart of Coastal Capital Group investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by Coastal Capital Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Coastal Capital Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $840k | 8.6k | 97.84 |
| 2023-03-31 | $775k | 8.6k | 90.55 |
| 2022-12-31 | $665k | 8.4k | 79.54 |
| 2022-09-30 | $665k | 8.4k | 79.56 |
| 2022-06-30 | $700k | 8.4k | 83.75 |
| 2022-03-31 | $841k | 8.3k | 100.96 |
| 2021-12-31 | $888k | 8.3k | 106.94 |
| 2021-09-30 | $811k | 8.2k | 98.39 |
| 2021-06-30 | $814k | 8.2k | 98.75 |
| 2021-03-31 | $751k | 8.2k | 91.62 |
| 2020-12-31 | $707k | 8.2k | 86.25 |
| 2020-09-30 | $621k | 8.2k | 76.07 |
| 2020-06-30 | $573k | 8.1k | 70.50 |
| 2020-03-31 | $463k | 8.1k | 57.19 |
| 2019-12-31 | $596k | 8.2k | 72.68 |
| 2019-09-30 | $550k | 8.2k | 67.07 |
| 2019-06-30 | $546k | 8.2k | 66.59 |
| 2019-03-31 | $528k | 8.2k | 64.39 |
| 2018-12-31 | $465k | 8.2k | 56.71 |