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iShares S&P SmallCap 600 Index shares owned by Regal Investment Advisors

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Regal Investment Advisors from 13F filings

Historical chart of Regal Investment Advisors investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 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 S&P SmallCap 600 Index by Regal Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $14M 116k 116.96
2024-06-30 $13M 120k 106.66
2024-03-31 $13M 118k 110.52
2023-09-30 $10M 106k 94.33
2023-06-30 $11M 108k 99.65
2023-03-31 $10M 106k 96.70
2022-12-31 $11M 114k 94.64
2022-09-30 $9.8M 113k 87.19
2022-06-30 $8.5M 92k 92.41
2022-03-31 $11M 103k 107.88
2021-12-31 $12M 105k 114.52
2021-09-30 $11M 100k 109.18
2021-06-30 $11M 97k 112.98
2021-03-31 $4.9M 45k 108.52
2020-12-31 $8.4M 91k 91.90
2020-09-30 $3.7M 52k 70.22
2020-06-30 $6.7M 99k 68.29
2020-03-31 $2.8M 49k 56.11
2019-12-31 $6.4M 76k 83.85
2019-09-30 $5.9M 76k 77.83
2019-06-30 $5.7M 73k 78.28
2019-03-31 $5.6M 73k 77.16
2018-12-31 $5.1M 74k 69.32
2018-09-30 $6.3M 73k 87.24
2018-06-30 $4.8M 57k 83.47
2018-03-31 $11M 139k 77.01
2017-12-31 $10M 131k 76.81
2017-09-30 $9.8M 132k 74.22
2017-06-30 $9.1M 130k 70.11
2017-03-31 $5.7M 82k 69.16
2016-12-31 $5.5M 40k 137.53
2016-09-30 $4.2M 34k 124.15
2016-06-30 $3.0M 26k 116.22
2016-03-31 $2.8M 25k 112.57
2015-12-31 $2.9M 26k 110.11
2015-09-30 $4.4M 41k 106.55
2015-06-30 $4.2M 35k 117.88
2015-03-31 $2.1M 18k 118.00
2014-12-31 $2.1M 19k 114.04
2014-09-30 $1.2M 12k 104.29
2014-06-30 $1.0M 8.9k 112.09
2014-03-31 $1.2M 11k 110.16
2013-12-31 $1.7M 15k 109.13
2013-09-30 $866k 8.7k 99.78
2013-06-30 $1.1M 13k 90.53

More positions owned by Regal Investment Advisors

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Abbvie (ABBV)
Ishares Tr Core Total Usd (IUSB)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Procter & Gamble Company (PG)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Johnson & Johnson (JNJ)

View all positions for Regal Investment Advisors

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
Morgan Stanley
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Bank of New York Mellon
Goldman Sachs Group
Raymond James & Associates
First Command Advisory Services
Northern Trust
Financial Engines Advisors L.L.C
Pnc Financial Services
BlackRock
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index