iShares S&P MidCap 400 Index shares owned by Regal Investment Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Regal Investment Advisors
from 13F filings
Historical chart of Regal Investment Advisors investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Regal Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $6.2M | 25k | 249.35 |
| 2023-06-30 | $5.3M | 20k | 261.48 |
| 2023-03-31 | $4.9M | 19k | 250.16 |
| 2022-12-31 | $4.5M | 19k | 241.89 |
| 2022-09-30 | $3.7M | 17k | 219.24 |
| 2022-06-30 | $3.7M | 17k | 226.22 |
| 2022-03-31 | $4.4M | 17k | 268.34 |
| 2021-12-31 | $4.9M | 17k | 283.10 |
| 2021-09-30 | $4.4M | 17k | 263.04 |
| 2021-06-30 | $4.7M | 18k | 268.72 |
| 2021-03-31 | $3.2M | 12k | 260.24 |
| 2020-12-31 | $3.8M | 17k | 229.82 |
| 2020-09-30 | $2.5M | 14k | 185.33 |
| 2020-06-30 | $3.0M | 17k | 177.81 |
| 2020-03-31 | $2.0M | 14k | 143.83 |
| 2019-12-31 | $3.4M | 16k | 205.81 |
| 2019-09-30 | $3.1M | 16k | 193.24 |
| 2019-06-30 | $3.2M | 17k | 194.25 |
| 2019-03-31 | $3.4M | 18k | 189.42 |
| 2018-12-31 | $3.0M | 18k | 166.07 |
| 2018-09-30 | $3.6M | 18k | 201.30 |
| 2018-06-30 | $2.0M | 11k | 194.75 |
| 2018-03-31 | $5.8M | 31k | 187.56 |
| 2017-12-31 | $5.7M | 30k | 189.76 |
| 2017-09-30 | $5.3M | 30k | 178.91 |
| 2017-06-30 | $5.0M | 29k | 173.95 |
| 2017-03-31 | $3.8M | 22k | 171.21 |
| 2016-12-31 | $3.7M | 22k | 165.32 |
| 2016-09-30 | $1.4M | 8.9k | 154.72 |
| 2016-06-30 | $1.2M | 8.0k | 149.37 |
| 2016-03-31 | $1.0M | 7.2k | 144.17 |
| 2015-12-31 | $1.0M | 7.3k | 139.22 |
| 2015-09-30 | $823k | 6.0k | 136.51 |
| 2015-06-30 | $3.1M | 21k | 149.95 |
| 2015-03-31 | $5.4M | 36k | 151.98 |
| 2014-12-31 | $1.0M | 7.2k | 144.74 |
| 2014-09-30 | $871k | 6.4k | 136.78 |
| 2014-06-30 | $586k | 4.1k | 143.08 |
| 2014-03-31 | $590k | 4.3k | 137.56 |
| 2013-12-31 | $444k | 3.3k | 133.90 |
| 2013-09-30 | $285k | 2.3k | 124.29 |
| 2013-06-30 | $787k | 6.8k | 115.80 |