iShares S&P 500 Value Index shares owned by Regal Investment Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Regal Investment Advisors
from 13F filings
Historical chart of Regal Investment Advisors investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Regal Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13M | 62k | 206.51 |
| 2025-06-30 | $11M | 57k | 195.42 |
| 2025-03-31 | $9.2M | 48k | 190.58 |
| 2024-12-31 | $6.3M | 33k | 190.88 |
| 2024-09-30 | $6.4M | 33k | 197.17 |
| 2024-06-30 | $5.1M | 28k | 182.01 |
| 2024-03-31 | $5.0M | 27k | 186.82 |
| 2023-09-30 | $993k | 6.5k | 153.85 |
| 2023-06-30 | $1.0M | 6.4k | 161.20 |
| 2023-03-31 | $976k | 6.4k | 151.77 |
| 2022-12-31 | $912k | 6.3k | 145.08 |
| 2022-09-30 | $753k | 5.9k | 128.59 |
| 2022-06-30 | $776k | 5.6k | 137.39 |
| 2022-03-31 | $856k | 5.5k | 155.75 |
| 2021-12-31 | $756k | 4.8k | 156.65 |
| 2021-09-30 | $605k | 4.2k | 145.36 |
| 2021-06-30 | $623k | 4.2k | 147.70 |
| 2020-12-31 | $355k | 2.8k | 127.88 |
| 2020-06-30 | $386k | 3.6k | 108.24 |
| 2019-12-31 | $647k | 5.0k | 130.02 |
| 2019-09-30 | $595k | 5.0k | 119.17 |
| 2019-06-30 | $614k | 5.3k | 116.64 |
| 2019-03-31 | $600k | 5.3k | 112.82 |
| 2018-12-31 | $374k | 3.7k | 101.22 |
| 2018-09-30 | $573k | 4.9k | 115.90 |
| 2018-06-30 | $419k | 3.8k | 110.12 |
| 2018-03-31 | $598k | 5.5k | 109.34 |
| 2017-12-31 | $606k | 5.3k | 114.17 |
| 2017-09-30 | $531k | 4.9k | 107.82 |
| 2017-06-30 | $692k | 6.6k | 104.99 |
| 2017-03-31 | $616k | 5.9k | 104.09 |
| 2016-12-31 | $581k | 5.7k | 101.34 |
| 2016-09-30 | $474k | 5.0k | 94.91 |
| 2016-06-30 | $534k | 5.8k | 92.84 |
| 2016-03-31 | $516k | 5.7k | 89.86 |
| 2015-12-31 | $453k | 5.1k | 88.48 |
| 2015-09-30 | $317k | 3.8k | 83.95 |
| 2015-06-30 | $406k | 4.4k | 92.06 |
| 2015-03-31 | $371k | 4.0k | 92.54 |
| 2014-12-31 | $383k | 4.1k | 93.80 |
| 2014-09-30 | $402k | 4.5k | 90.17 |
| 2014-06-30 | $402k | 4.5k | 90.28 |
| 2014-03-31 | $362k | 4.2k | 87.02 |
| 2013-12-31 | $355k | 4.2k | 85.42 |
| 2013-09-30 | $318k | 4.1k | 78.31 |
| 2013-06-30 | $295k | 3.9k | 76.27 |