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iShares Russell 3000 Growth Index shares owned by Regal Investment Advisors

Quarter-by-quarter ownership of iShares Russell 3000 Growth Index (IUSG) shares owned by Regal Investment Advisors from 13F filings

Historical chart of Regal Investment Advisors investment in iShares Russell 3000 Growth Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 3000 Growth Index held by Regal Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 3000 Growth Index by Regal Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $257k 2.7k 94.83
2023-06-30 $275k 2.8k 97.64
2023-03-31 $249k 2.8k 88.78
2022-12-31 $281k 3.4k 81.51
2022-09-30 $225k 2.8k 80.21
2022-06-30 $232k 2.8k 83.75
2022-03-31 $300k 2.8k 105.71
2021-12-31 $370k 3.2k 115.77
2021-09-30 $327k 3.2k 102.35
2021-06-30 $322k 3.2k 100.85
2015-09-30 $36k 475 75.79
2015-06-30 $38k 475 80.00
2015-03-31 $39k 475 82.11
2014-12-31 $37k 475 77.89
2014-09-30 $35k 475 73.68
2014-06-30 $35k 475 74.40