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iShares Morningstar Mid Growth Idx shares owned by Regal Investment Advisors

Quarter-by-quarter ownership of iShares Morningstar Mid Growth Idx (IMCG) shares owned by Regal Investment Advisors from 13F filings

Historical chart of Regal Investment Advisors investment in iShares Morningstar Mid Growth Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Mid Growth Idx 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 Morningstar Mid Growth Idx by Regal Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $354k 6.2k 57.13
2023-06-30 $329k 5.4k 60.94
2023-03-31 $275k 4.8k 57.56
2022-12-31 $304k 5.6k 53.88
2022-09-30 $206k 4.1k 50.44
2022-03-31 $247k 3.8k 64.34
2021-12-31 $1.6M 22k 73.25

More positions owned by Regal Investment Advisors

Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Call Call Option (QQQ)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Microsoft Corporation (MSFT)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Abbvie (ABBV)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Procter & Gamble Company (PG)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Pfd And Incm Sec (PFF)
Johnson & Johnson (JNJ)

View all positions for Regal Investment Advisors

Top funds holding iShares Morningstar Mid Growth Idx

Assetmark
Raymond James Financial Services Advisors
Creative Financial Designs
Commonwealth Equity Services
UBS Group
Wells Fargo & Company
Royal Bank of Canada
Orgel Wealth Management
H D Vest Advisory Services
Advisor Group Holdings
Forte Capital
Cornerstone Planning Group
Cosner Financial Group
Rodgers & Associates
Mariner Wealth Advisors

View all funds holding iShares Morningstar Mid Growth Idx