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iShares Russell 3000 Value Index shares owned by Coastal Capital Group

Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Coastal Capital Group from 13F filings

Historical chart of Coastal Capital Group investment in iShares Russell 3000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 3000 Value Index 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 Russell 3000 Value Index by Coastal Capital Group

Quarter filed Position value Share count Share price at filing
2023-06-30 $67k 858 78.29
2023-03-31 $63k 855 73.80
2022-12-31 $63k 1.0k 62.58
2022-09-30 $63k 1.0k 62.56
2022-06-30 $51k 763 66.84

More positions owned by Coastal Capital Group

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Rus 1000 Etf (IWB)
Pimco Etf Tr Active Bd Etf (BOND)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Apple (AAPL)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr Ser Tr Bloomberg High Y (JNK)

View all positions for Coastal Capital Group

Top funds holding iShares Russell 3000 Value Index

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Royal Bank of Canada
CWM
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Benjamin F. Edwards & Company

View all funds holding iShares Russell 3000 Value Index