iShares S&P 500 Growth Index shares owned by Regal Investment Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Regal Investment Advisors
from 13F filings
Historical chart of Regal Investment Advisors investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Regal Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $16M | 132k | 120.72 |
| 2025-06-30 | $14M | 130k | 110.10 |
| 2025-03-31 | $13M | 139k | 92.83 |
| 2024-12-31 | $14M | 134k | 101.53 |
| 2024-09-30 | $13M | 139k | 95.75 |
| 2024-06-30 | $11M | 120k | 92.54 |
| 2024-03-31 | $6.6M | 79k | 84.44 |
| 2023-09-30 | $3.2M | 47k | 68.42 |
| 2023-06-30 | $1.4M | 20k | 70.48 |
| 2023-03-31 | $1.1M | 18k | 63.89 |
| 2022-12-31 | $1.0M | 17k | 58.50 |
| 2022-09-30 | $1.0M | 18k | 57.84 |
| 2022-06-30 | $1.1M | 19k | 60.34 |
| 2022-03-31 | $1.5M | 19k | 76.40 |
| 2021-12-31 | $1.7M | 20k | 83.67 |
| 2021-09-30 | $1.4M | 19k | 73.92 |
| 2021-06-30 | $1.4M | 19k | 72.75 |
| 2020-12-31 | $1.3M | 21k | 63.83 |
| 2020-06-30 | $1.2M | 5.8k | 207.46 |
| 2019-12-31 | $1.3M | 6.6k | 193.58 |
| 2019-09-30 | $1.2M | 6.6k | 180.00 |
| 2019-06-30 | $1.5M | 8.3k | 179.19 |
| 2019-03-31 | $1.6M | 9.3k | 172.34 |
| 2018-12-31 | $1.0M | 6.9k | 150.67 |
| 2018-09-30 | $1.2M | 7.0k | 177.17 |
| 2018-06-30 | $688k | 4.2k | 162.57 |
| 2018-03-31 | $964k | 6.2k | 155.01 |
| 2017-12-31 | $759k | 5.0k | 152.81 |
| 2017-09-30 | $723k | 5.0k | 143.45 |
| 2017-06-30 | $470k | 3.4k | 136.79 |
| 2017-03-31 | $328k | 2.5k | 131.46 |
| 2016-12-31 | $317k | 2.6k | 121.97 |
| 2016-09-30 | $810k | 6.7k | 121.66 |
| 2016-06-30 | $861k | 7.4k | 116.64 |
| 2016-03-31 | $828k | 7.1k | 115.95 |
| 2015-12-31 | $691k | 6.0k | 115.67 |
| 2015-09-30 | $511k | 4.7k | 107.69 |
| 2015-06-30 | $451k | 4.0k | 113.83 |
| 2015-03-31 | $515k | 4.5k | 113.94 |
| 2014-12-31 | $828k | 7.4k | 111.56 |
| 2014-09-30 | $550k | 5.1k | 106.90 |
| 2014-06-30 | $526k | 5.0k | 105.19 |
| 2014-03-31 | $464k | 4.6k | 99.94 |
| 2013-12-31 | $876k | 8.9k | 98.72 |
| 2013-09-30 | $263k | 2.9k | 89.52 |
| 2013-06-30 | $406k | 4.8k | 84.44 |