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iShares S&P 500 Value Index shares owned by Coastline Trust

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Coastline Trust from 13F filings

Historical chart of Coastline Trust investment in iShares S&P 500 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Value Index held by Coastline Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Value Index by Coastline Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $15k 70 206.51
2025-06-30 $14k 70 195.41
2025-03-31 $13k 70 190.59
2024-12-31 $13k 70 190.89
2024-09-30 $14k 70 197.17
2011-03-31 $211k 3.3k 63.26

More positions owned by Coastline Trust

NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus Mid Cap Etf (IWR)
Meta Platforms Cl A (META)
Amazon (AMZN)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Palo Alto Networks (PANW)

View all positions for Coastline Trust

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