iShares S&P 500 Value Index shares owned by Regal Wealth Group
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Regal Wealth Group
from 13F filings
Historical chart of Regal Wealth Group investment in iShares S&P 500 Value Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Value Index held by Regal Wealth Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Value Index by Regal Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.1M | 12k | 173.39 |
| 2023-09-30 | $1.8M | 12k | 153.84 |
| 2023-06-30 | $1.9M | 12k | 159.81 |
| 2023-03-31 | $1.9M | 12k | 153.73 |
| 2022-12-31 | $1.8M | 12k | 145.07 |
| 2022-09-30 | $1.6M | 12k | 134.34 |
| 2022-06-30 | $1.6M | 12k | 137.47 |
| 2022-03-31 | $1.9M | 12k | 155.51 |
| 2021-12-31 | $1.9M | 12k | 156.66 |
| 2021-09-30 | $1.8M | 12k | 145.42 |
| 2021-06-30 | $1.8M | 12k | 147.61 |
| 2021-03-31 | $1.8M | 13k | 141.25 |
| 2020-12-31 | $1.7M | 14k | 128.02 |
| 2020-09-30 | $1.6M | 14k | 112.43 |
| 2020-06-30 | $1.3M | 12k | 108.25 |
| 2020-03-31 | $1.4M | 15k | 96.23 |
| 2019-12-31 | $2.4M | 18k | 130.12 |
| 2019-09-30 | $12M | 115k | 101.14 |
| 2019-06-30 | $18M | 154k | 116.57 |
| 2019-03-31 | $17M | 151k | 112.74 |
| 2018-12-31 | $12M | 115k | 101.14 |
| 2018-09-30 | $18M | 154k | 115.84 |
| 2018-06-30 | $8.2M | 75k | 110.13 |
| 2018-03-31 | $17M | 154k | 109.34 |
| 2017-12-31 | $18M | 155k | 114.24 |
| 2017-09-30 | $17M | 154k | 107.91 |
| 2017-06-30 | $16M | 149k | 104.96 |
| 2017-03-31 | $13M | 123k | 104.04 |
| 2016-12-31 | $12M | 122k | 101.38 |
| 2016-09-30 | $12M | 122k | 101.38 |
| 2016-06-30 | $12M | 122k | 101.38 |
| 2016-03-31 | $12M | 122k | 101.38 |
| 2015-12-31 | $12M | 122k | 101.38 |