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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

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 3000 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 3000 Index by Coastal Investment Advisors

Quarter filed Position value Share count Share price at filing
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