iShares Russell Midcap Index Fund shares owned by Coastal Capital Group
Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Coastal Capital Group
from 13F filings
Historical chart of Coastal Capital Group investment in iShares Russell Midcap Index Fund
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Quarterly reported holdings in iShares Russell Midcap Index Fund by Coastal Capital Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $2.0M | 27k | 73.03 |
| 2023-03-31 | $1.9M | 27k | 69.92 |
| 2022-12-31 | $190k | 3.1k | 62.15 |
| 2022-09-30 | $190k | 3.1k | 62.23 |
| 2022-06-30 | $197k | 3.1k | 64.51 |
| 2022-03-31 | $238k | 3.0k | 78.19 |
| 2021-12-31 | $256k | 3.1k | 82.98 |
| 2021-09-30 | $240k | 3.1k | 78.33 |
| 2021-06-30 | $255k | 3.2k | 79.12 |
| 2021-03-31 | $237k | 3.2k | 73.85 |
| 2020-12-31 | $300k | 4.4k | 68.52 |
| 2020-09-30 | $262k | 4.5k | 57.84 |
| 2020-06-30 | $279k | 5.2k | 53.99 |
| 2020-03-31 | $157k | 3.6k | 43.04 |
| 2019-12-31 | $735k | 12k | 59.55 |
| 2019-09-30 | $690k | 12k | 55.94 |
| 2019-06-30 | $689k | 12k | 55.86 |
| 2019-03-31 | $768k | 14k | 53.91 |
| 2018-12-31 | $733k | 16k | 46.45 |
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