iShares Dow Jones US Financial Svc. shares owned by Coastal Investment Advisors
Quarter-by-quarter ownership of iShares Dow Jones US Financial Svc. (IYG) shares owned by Coastal Investment Advisors
from 13F filings
Historical chart of Coastal Investment Advisors investment in iShares Dow Jones US Financial Svc.
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Quarterly reported holdings in iShares Dow Jones US Financial Svc. by Coastal Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $360k | 5.4k | 66.30 |
| 2023-12-31 | $335k | 1.9k | 179.24 |
| 2023-09-30 | $320k | 2.0k | 157.95 |
| 2023-06-30 | $320k | 2.0k | 157.95 |
| 2023-03-31 | $314k | 2.1k | 150.99 |
| 2022-12-31 | $334k | 2.1k | 157.49 |
| 2022-09-30 | $299k | 2.1k | 141.10 |
| 2022-06-30 | $313k | 2.1k | 150.12 |
| 2022-03-31 | $359k | 2.0k | 180.22 |
| 2021-12-31 | $398k | 2.1k | 193.20 |
| 2021-09-30 | $384k | 2.0k | 187.96 |
| 2021-06-30 | $378k | 2.0k | 185.29 |
| 2021-03-31 | $349k | 2.0k | 171.16 |
| 2020-12-31 | $306k | 2.0k | 150.22 |
| 2020-09-30 | $248k | 2.0k | 121.99 |
| 2020-06-30 | $254k | 2.1k | 119.36 |
| 2020-03-31 | $203k | 2.0k | 102.73 |
| 2019-12-31 | $328k | 2.0k | 166.67 |
| 2019-09-30 | $339k | 2.0k | 166.67 |
| 2019-06-30 | $323k | 1.9k | 166.67 |
| 2019-03-31 | $326k | 2.0k | 166.67 |
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