iShares Morningstar Small Value shares owned by Coastal Investment Advisors
Quarter-by-quarter ownership of iShares Morningstar Small Value (ISCV) shares owned by Coastal Investment Advisors
from 13F filings
Historical chart of Coastal Investment Advisors investment in iShares Morningstar Small Value
Tip: Access up to 7 years of quarterly data
All positions including iShares Morningstar Small Value held by Coastal Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Morningstar Small Value by Coastal Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $21k | 350 | 61.20 |
| 2023-06-30 | $24k | 450 | 54.02 |
| 2022-12-31 | $23k | 450 | 52.06 |
| 2022-09-30 | $21k | 450 | 46.67 |
| 2019-12-31 | $35k | 250 | 140.00 |
| 2019-09-30 | $56k | 400 | 140.00 |
More positions owned by Coastal Investment Advisors
View all positions for Coastal Investment Advisors
Top funds holding iShares Morningstar Small Value
View all funds holding iShares Morningstar Small Value