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iShares Russell 2000 Growth Index shares owned by Coastal Investment Advisors

Quarter-by-quarter ownership of iShares Russell 2000 Growth Index (IWO) shares owned by Coastal Investment Advisors from 13F filings

Historical chart of Coastal Investment Advisors investment in iShares Russell 2000 Growth Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Growth Index held by Coastal Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Growth Index by Coastal Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $71k 240 294.78
2024-09-30 $69k 240 288.50
2024-06-30 $63k 240 262.53
2024-03-31 $65k 240 270.80
2023-09-30 $28k 116 242.66
2023-06-30 $38k 156 242.66
2022-12-31 $58k 270 214.52
2022-09-30 $32k 156 205.13
2020-06-30 $301k 1.5k 206.59
2019-12-31 $284k 1.4k 200.00
2019-09-30 $143k 716 200.00
2019-06-30 $151k 756 200.00
2019-03-31 $308k 1.5k 200.00