iShares Russell 2000 Index shares owned by Coastal Capital Group
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Coastal Capital Group
from 13F filings
Historical chart of Coastal Capital Group investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Coastal Capital Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $1.5M | 8.1k | 187.28 |
| 2023-03-31 | $1.4M | 8.1k | 178.39 |
| 2022-12-31 | $381k | 2.3k | 164.94 |
| 2022-09-30 | $381k | 2.3k | 164.86 |
| 2022-06-30 | $391k | 2.3k | 169.19 |
| 2022-03-31 | $473k | 2.3k | 205.30 |
| 2021-12-31 | $522k | 2.3k | 222.32 |
| 2021-09-30 | $511k | 2.3k | 219.03 |
| 2021-06-30 | $542k | 2.4k | 229.37 |
| 2021-03-31 | $520k | 2.4k | 220.81 |
| 2020-12-31 | $469k | 2.4k | 196.07 |
| 2020-09-30 | $400k | 2.6k | 152.03 |
| 2020-06-30 | $373k | 2.6k | 142.31 |
| 2020-03-31 | $298k | 2.6k | 114.13 |
| 2019-12-31 | $1.1M | 6.8k | 165.66 |
| 2019-09-30 | $1.0M | 6.8k | 151.41 |
| 2019-06-30 | $1.1M | 7.2k | 155.55 |
| 2019-03-31 | $1.2M | 7.6k | 153.06 |
| 2018-12-31 | $1.3M | 9.7k | 133.89 |