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
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Growth Index held by Coastal Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Growth Index by Coastal Investment Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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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