iShares Russell 1000 Value Index shares owned by Coastal Capital Group
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Coastal Capital Group
from 13F filings
Historical chart of Coastal Capital Group investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Coastal Capital Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $84k | 529 | 157.92 |
| 2023-03-31 | $80k | 527 | 152.31 |
| 2022-12-31 | $70k | 518 | 135.92 |
| 2022-09-30 | $70k | 517 | 135.40 |
| 2022-06-30 | $75k | 518 | 144.79 |
| 2022-03-31 | $86k | 515 | 166.99 |
| 2021-12-31 | $120k | 717 | 167.36 |
| 2021-09-30 | $111k | 710 | 156.34 |
| 2021-06-30 | $113k | 710 | 159.15 |
| 2021-03-31 | $107k | 705 | 151.77 |
| 2020-12-31 | $96k | 705 | 136.17 |
| 2020-09-30 | $31k | 261 | 118.77 |
| 2020-06-30 | $38k | 336 | 113.10 |
| 2020-03-31 | $52k | 533 | 97.56 |
| 2019-12-31 | $938k | 6.9k | 136.44 |
| 2019-09-30 | $908k | 7.1k | 128.28 |
| 2019-06-30 | $978k | 7.7k | 127.28 |
| 2019-03-31 | $1.0M | 8.5k | 123.50 |
| 2018-12-31 | $1.0M | 9.2k | 111.03 |
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