iShares Russell Midcap Value Index shares owned by Coastal Investment Advisors
Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by Coastal Investment Advisors
from 13F filings
Historical chart of Coastal Investment Advisors investment in iShares Russell Midcap Value Index
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All positions including iShares Russell Midcap Value 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 Midcap Value Index by Coastal Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $101k | 721 | 139.62 |
| 2025-06-30 | $59k | 443 | 132.07 |
| 2025-03-31 | $121k | 961 | 126.04 |
| 2024-12-31 | $104k | 798 | 130.35 |
| 2024-09-30 | $3.5k | 26 | 133.19 |
| 2022-12-31 | $5.6k | 53 | 105.34 |
| 2022-09-30 | $17k | 178 | 95.51 |
| 2019-12-31 | $0 | 3 | 0.00 |
| 2019-09-30 | $0 | 3 | 0.00 |
| 2019-06-30 | $0 | 342 | 0.00 |
| 2019-03-31 | $0 | 1.8k | 0.00 |
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