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iShares Dow Jones U.S. Index Fund shares owned by Coastal Capital Group

Quarter-by-quarter ownership of iShares Dow Jones U.S. Index Fund (IYY) shares owned by Coastal Capital Group from 13F filings

Historical chart of Coastal Capital Group investment in iShares Dow Jones U.S. Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones U.S. Index Fund held by Coastal Capital Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones U.S. Index Fund by Coastal Capital Group

Quarter filed Position value Share count Share price at filing
2023-06-30 $812k 7.5k 108.33
2023-03-31 $748k 7.5k 100.07
2022-12-31 $649k 7.4k 87.70
2022-09-30 $649k 7.4k 87.75
2022-06-30 $697k 7.5k 92.34
2022-03-31 $855k 7.7k 111.39
2021-12-31 $942k 8.0k 117.82
2021-09-30 $862k 8.0k 107.83
2021-06-30 $974k 9.0k 108.02
2021-03-31 $963k 9.6k 99.91
2020-12-31 $1.2M 13k 94.33
2020-09-30 $1.1M 6.8k 167.91
2020-06-30 $1.2M 7.4k 154.91
2020-03-31 $1.1M 8.8k 126.08
2019-12-31 $2.6M 16k 159.60
2019-09-30 $2.6M 18k 147.52
2019-06-30 $2.9M 20k 146.15
2019-03-31 $2.9M 21k 141.21
2018-12-31 $3.1M 25k 124.46