iShares S&P 500 Growth Index shares owned by Coastal Capital Group
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Coastal Capital Group
from 13F filings
Historical chart of Coastal Capital Group investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth 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 S&P 500 Growth Index by Coastal Capital Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $153k | 2.2k | 70.48 |
| 2023-03-31 | $136k | 2.1k | 63.90 |
| 2022-12-31 | $21k | 360 | 57.93 |
| 2022-09-30 | $21k | 360 | 58.33 |
| 2022-06-30 | $17k | 277 | 61.37 |
| 2019-12-31 | $9.0k | 48 | 187.50 |
| 2019-09-30 | $9.0k | 48 | 187.50 |
| 2019-06-30 | $9.0k | 48 | 187.50 |
| 2018-12-31 | $563k | 3.7k | 150.78 |