Coastal Investment Advisors »

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly 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