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

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 10k 139.50
2024-06-30 $1.3M 10k 128.43
2024-03-31 $1.3M 10k 130.73
2023-09-30 $1.1M 9.8k 109.68
2023-06-30 $1.2M 10k 114.93
2023-03-31 $1.1M 10k 109.94
2022-12-31 $1.0M 9.4k 108.07
2022-09-30 $939k 9.2k 101.72
2022-06-30 $1.3M 12k 105.29
2022-03-31 $1.0M 8.2k 125.12
2021-12-31 $1.0M 7.5k 138.80
2021-09-30 $951k 7.3k 130.01
2021-06-30 $980k 7.4k 132.67
2020-12-31 $771k 6.8k 114.21
2020-06-30 $582k 3.4k 169.88
2019-12-31 $635k 3.3k 193.36
2019-09-30 $511k 2.9k 178.55
2019-06-30 $471k 2.6k 182.56
2019-03-31 $467k 2.6k 178.59
2018-12-31 $518k 3.2k 161.42
2018-09-30 $645k 3.2k 201.81
2018-06-30 $519k 2.7k 189.14
2018-03-31 $519k 3.0k 173.99
2017-12-31 $505k 3.0k 170.32
2017-09-30 $474k 2.9k 164.58
2017-06-30 $435k 2.8k 156.08
2017-03-31 $431k 2.8k 153.16
2016-12-31 $364k 2.4k 150.17
2016-09-30 $682k 5.0k 137.22
2016-06-30 $651k 5.1k 128.35
2016-03-31 $441k 3.6k 124.23
2015-12-31 $218k 1.8k 124.29
2015-09-30 $191k 1.6k 119.97
2015-06-30 $80k 612 130.72
2015-03-31 $80k 612 130.72
2014-12-31 $80k 653 122.51
2014-09-30 $96k 851 112.81
2014-06-30 $104k 863 120.79
2014-03-31 $103k 863 119.35
2013-12-31 $102k 863 118.19
2013-09-30 $109k 1.0k 108.57
2013-06-30 $97k 1.0k 96.81

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 Growth

Dynasty Wealth Management
Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Pnc Financial Services
LPL Financial
Northwestern Mutual Wealth Management Company
M^T Bank Corporation
Commonwealth Equity Services
Glenmede Trust Company
Royal Bank of Canada
Jpmorgan Chase & Co
One Capital Management
HighTower Advisors
Envestnet Asset Management

View all funds holding iShares S&P SmallCap 600 Growth