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iShares S&P SmallCap 600 Index shares owned by Regal Wealth Group

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

Historical chart of Regal Wealth Group 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 Wealth Group 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 Wealth Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $227k 2.2k 104.62
2023-09-30 $205k 2.2k 94.35
2023-06-30 $214k 2.2k 98.38
2023-03-31 $247k 2.6k 95.63
2022-12-31 $248k 2.6k 94.64
2022-09-30 $233k 2.6k 91.30
2022-06-30 $247k 2.7k 92.47
2022-03-31 $283k 2.7k 103.59
2021-12-31 $314k 2.7k 114.47
2021-09-30 $298k 2.7k 109.04
2021-06-30 $308k 2.7k 112.99
2021-03-31 $314k 2.9k 108.54
2020-12-31 $296k 3.2k 91.75
2020-09-30 $247k 3.5k 70.15
2020-06-30 $244k 3.6k 68.18
2020-03-31 $465k 8.3k 56.11
2019-12-31 $826k 9.9k 83.86
2019-09-30 $2.3M 33k 69.32
2019-06-30 $3.8M 49k 78.29
2019-03-31 $3.7M 47k 77.14
2018-12-31 $2.3M 33k 69.32
2018-09-30 $3.8M 43k 87.24
2018-06-30 $1.9M 23k 83.47
2018-03-31 $3.6M 46k 77.00
2017-12-31 $3.5M 46k 76.80
2017-09-30 $3.4M 46k 74.22
2017-06-30 $3.2M 45k 70.12
2017-03-31 $3.3M 48k 69.17
2016-12-31 $3.3M 24k 137.54
2016-09-30 $3.3M 24k 137.54
2016-06-30 $3.3M 24k 137.54
2016-03-31 $3.3M 24k 137.54
2015-12-31 $3.3M 24k 137.54

More positions owned by Regal Wealth Group

Ishares Tr Rus 1000 Grw Etf (IWF)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Boeing Company (BA)
Rockwell Automation (ROK)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Msci Usa Min Vol (USMV)
Dimensional Etf Trust Core Fixed Incom (DFCF)

View all positions for Regal Wealth Group

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