iShares Russell 1000 Value Index shares owned by Coastal Investment Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Coastal Investment Advisors
from 13F filings
Historical chart of Coastal Investment Advisors investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Coastal Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $496k | 2.8k | 179.12 |
| 2023-09-30 | $176k | 1.1k | 157.87 |
| 2023-06-30 | $176k | 1.1k | 157.87 |
| 2022-12-31 | $2.5M | 17k | 151.65 |
| 2022-09-30 | $2.3M | 17k | 136.01 |
| 2022-06-30 | $2.3M | 16k | 146.79 |
| 2022-03-31 | $2.9M | 18k | 165.97 |
| 2021-12-31 | $3.4M | 20k | 167.93 |
| 2021-09-30 | $3.1M | 20k | 156.53 |
| 2021-06-30 | $3.1M | 19k | 158.61 |
| 2021-03-31 | $2.8M | 19k | 151.57 |
| 2020-12-31 | $1.4M | 9.9k | 136.78 |
| 2019-12-31 | $766k | 5.9k | 130.84 |
| 2019-09-30 | $254k | 1.9k | 130.84 |
| 2019-06-30 | $115k | 877 | 130.84 |
| 2019-03-31 | $9.4k | 76 | 123.08 |
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