iShares S&P 500 Index shares owned by Regal Wealth Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Regal Wealth Group
from 13F filings
Historical chart of Regal Wealth Group investment in iShares S&P 500 Index
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All positions including iShares S&P 500 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 500 Index by Regal Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $15M | 31k | 469.56 |
| 2023-09-30 | $13M | 31k | 429.44 |
| 2023-06-30 | $14M | 31k | 440.80 |
| 2023-03-31 | $14M | 33k | 415.99 |
| 2022-12-31 | $13M | 33k | 384.20 |
| 2022-09-30 | $13M | 34k | 370.10 |
| 2022-06-30 | $14M | 36k | 379.15 |
| 2022-03-31 | $15M | 33k | 441.73 |
| 2021-12-31 | $16M | 33k | 476.99 |
| 2021-09-30 | $14M | 32k | 430.80 |
| 2021-06-30 | $14M | 32k | 429.92 |
| 2021-03-31 | $13M | 32k | 397.82 |
| 2020-12-31 | $12M | 33k | 375.38 |
| 2020-09-30 | $11M | 33k | 336.07 |
| 2020-06-30 | $10M | 33k | 309.70 |
| 2020-03-31 | $8.9M | 35k | 258.40 |
| 2019-12-31 | $11M | 34k | 323.23 |
| 2019-09-30 | $8.3M | 33k | 251.62 |
| 2019-06-30 | $11M | 36k | 294.74 |
| 2019-03-31 | $10M | 36k | 284.55 |
| 2018-12-31 | $8.3M | 33k | 251.61 |
| 2018-09-30 | $9.4M | 32k | 292.75 |
| 2018-06-30 | $8.5M | 31k | 273.03 |
| 2018-03-31 | $8.7M | 33k | 265.38 |
| 2017-12-31 | $8.8M | 33k | 268.87 |
| 2017-09-30 | $8.2M | 33k | 252.93 |
| 2017-06-30 | $8.0M | 33k | 243.40 |
| 2017-03-31 | $8.0M | 34k | 237.26 |
| 2016-12-31 | $7.6M | 34k | 225.00 |
| 2016-09-30 | $7.6M | 34k | 225.00 |
| 2016-06-30 | $7.6M | 34k | 225.00 |
| 2016-03-31 | $7.6M | 34k | 225.00 |
| 2015-12-31 | $7.6M | 34k | 225.00 |