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iShares Russell 3000 Growth Index shares owned by Coastal Investment Advisors

Quarter-by-quarter ownership of iShares Russell 3000 Growth Index (IUSG) shares owned by Coastal Investment Advisors from 13F filings

Historical chart of Coastal Investment Advisors investment in iShares Russell 3000 Growth Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 3000 Growth Index held by Coastal Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 3000 Growth Index by Coastal Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $3.1k 22 141.59
2024-09-30 $3.0k 22 134.68
2024-06-30 $102k 798 127.50
2024-03-31 $53k 448 117.21
2023-09-30 $46k 468 97.64
2023-06-30 $46k 468 97.64
2022-12-31 $24k 298 81.52
2022-09-30 $26k 328 79.27
2019-12-31 $14k 205 66.67
2019-09-30 $16k 240 66.67
2019-06-30 $16k 239 66.67
2019-03-31 $12k 205 57.14