iShares S&P 500 Growth Index shares owned by Coastal Investment Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Coastal Investment Advisors
from 13F filings
Historical chart of Coastal Investment Advisors investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Coastal Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $124k | 1.0k | 120.76 |
| 2025-06-30 | $124k | 1.1k | 110.14 |
| 2025-03-31 | $148k | 1.6k | 92.86 |
| 2024-12-31 | $162k | 1.6k | 103.30 |
| 2024-09-30 | $133k | 1.4k | 97.75 |
| 2024-06-30 | $195k | 2.1k | 92.52 |
| 2024-03-31 | $182k | 2.2k | 84.44 |
| 2023-09-30 | $292k | 4.1k | 70.48 |
| 2023-06-30 | $312k | 4.4k | 70.48 |
| 2023-03-31 | $262k | 4.1k | 63.89 |
| 2022-12-31 | $307k | 5.2k | 58.50 |
| 2022-09-30 | $310k | 5.4k | 57.89 |
| 2022-06-30 | $320k | 5.3k | 60.85 |
| 2022-03-31 | $513k | 6.7k | 76.38 |
| 2021-12-31 | $588k | 7.0k | 83.68 |
| 2021-09-30 | $531k | 7.2k | 73.86 |
| 2021-06-30 | $536k | 7.4k | 72.72 |
| 2021-03-31 | $402k | 6.2k | 65.16 |
| 2020-12-31 | $363k | 5.7k | 63.87 |
| 2020-09-30 | $333k | 1.4k | 231.25 |
| 2020-06-30 | $283k | 1.4k | 207.78 |
| 2020-03-31 | $257k | 1.6k | 165.06 |
| 2019-12-31 | $353k | 1.9k | 190.00 |
| 2019-09-30 | $343k | 1.9k | 180.00 |
| 2019-06-30 | $328k | 1.8k | 180.00 |
| 2019-03-31 | $182k | 1.1k | 170.00 |
More positions owned by Coastal Investment Advisors
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