iShares Russell Midcap Index Fund shares owned by Coastal Investment Advisors
Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Coastal Investment Advisors
from 13F filings
Historical chart of Coastal Investment Advisors investment in iShares Russell Midcap Index Fund
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Quarterly reported holdings in iShares Russell Midcap Index Fund by Coastal Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $39k | 401 | 96.43 |
| 2025-06-30 | $46k | 504 | 91.88 |
| 2025-03-31 | $43k | 503 | 85.11 |
| 2024-12-31 | $46k | 519 | 89.44 |
| 2024-09-30 | $46k | 519 | 89.43 |
| 2024-06-30 | $55k | 682 | 81.09 |
| 2024-03-31 | $57k | 682 | 84.07 |
| 2023-09-30 | $71k | 975 | 73.00 |
| 2023-06-30 | $71k | 975 | 73.00 |
| 2022-12-31 | $80k | 1.2k | 67.45 |
| 2022-09-30 | $78k | 1.3k | 61.81 |
| 2022-06-30 | $11M | 170k | 65.57 |
| 2022-03-31 | $13M | 171k | 78.04 |
| 2020-12-31 | $9.0M | 131k | 68.55 |
| 2020-09-30 | $5.6M | 98k | 57.38 |
| 2020-06-30 | $5.3M | 99k | 53.60 |
| 2020-03-31 | $4.3M | 100k | 43.17 |
| 2019-12-31 | $5.0M | 85k | 58.67 |
| 2019-09-30 | $4.6M | 84k | 54.98 |
| 2019-06-30 | $4.8M | 84k | 56.82 |
| 2019-03-31 | $1.0k | 20 | 50.00 |
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