iShares Russell 3000 Index shares owned by Coastal Investment Advisors
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Coastal Investment Advisors
from 13F filings
Historical chart of Coastal Investment Advisors investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by Coastal Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $134k | 395 | 338.19 |
| 2024-09-30 | $164k | 494 | 332.78 |
| 2024-06-30 | $439k | 1.4k | 308.71 |
| 2024-03-31 | $461k | 1.5k | 300.08 |
| 2023-12-31 | $421k | 1.5k | 273.66 |
| 2023-09-30 | $442k | 1.7k | 254.41 |
| 2023-06-30 | $442k | 1.7k | 254.41 |
| 2023-03-31 | $408k | 1.7k | 235.41 |
| 2022-12-31 | $385k | 1.7k | 220.72 |
| 2022-09-30 | $382k | 1.8k | 207.05 |
| 2022-06-30 | $406k | 1.8k | 220.29 |
| 2022-03-31 | $459k | 1.8k | 262.14 |
| 2021-12-31 | $523k | 1.9k | 277.60 |
| 2021-09-30 | $480k | 1.9k | 254.91 |
| 2021-06-30 | $443k | 1.7k | 255.77 |
| 2021-03-31 | $430k | 1.8k | 237.31 |
| 2020-12-31 | $350k | 1.6k | 223.79 |
| 2019-12-31 | $62k | 334 | 186.57 |
| 2019-09-30 | $57k | 334 | 171.64 |
| 2019-06-30 | $57k | 334 | 171.64 |
| 2019-03-31 | $33k | 200 | 165.00 |
More positions owned by Coastal Investment Advisors
View all positions for Coastal Investment Advisors