iShares Russell 2000 Index shares owned by Coastal Investment Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Coastal Investment Advisors
from 13F filings
Historical chart of Coastal Investment Advisors investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by Coastal Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 2000 Index by Coastal Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 4.8k | 241.97 |
| 2025-06-30 | $928k | 4.3k | 215.78 |
| 2025-03-31 | $1.0M | 5.1k | 199.48 |
| 2024-12-31 | $1.6M | 7.1k | 224.44 |
| 2024-09-30 | $1.6M | 7.0k | 222.88 |
| 2024-06-30 | $5.0M | 24k | 202.89 |
| 2024-03-31 | $4.2M | 20k | 210.30 |
| 2023-12-31 | $4.1M | 21k | 200.71 |
| 2023-09-30 | $4.0M | 22k | 187.27 |
| 2023-06-30 | $4.1M | 22k | 187.27 |
| 2023-03-31 | $4.2M | 24k | 178.40 |
| 2022-12-31 | $4.1M | 24k | 174.36 |
| 2022-09-30 | $4.0M | 24k | 164.92 |
| 2022-06-30 | $4.1M | 24k | 171.40 |
| 2022-03-31 | $4.9M | 24k | 205.26 |
| 2021-12-31 | $5.5M | 25k | 222.45 |
| 2021-09-30 | $5.4M | 25k | 218.73 |
| 2021-06-30 | $5.1M | 22k | 229.37 |
| 2021-03-31 | $4.8M | 22k | 220.95 |
| 2020-12-31 | $4.0M | 21k | 196.07 |
| 2020-09-30 | $2.9M | 20k | 149.77 |
| 2020-06-30 | $3.0M | 21k | 143.17 |
| 2020-03-31 | $2.2M | 20k | 114.45 |
| 2019-12-31 | $2.8M | 17k | 166.67 |
| 2019-09-30 | $2.4M | 16k | 150.00 |
| 2019-06-30 | $2.5M | 16k | 156.25 |
| 2019-03-31 | $2.4M | 16k | 150.00 |
More positions owned by Coastal Investment Advisors
View all positions for Coastal Investment Advisors