iShares S&P 500 Growth Index shares owned by Regal Wealth Group
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Regal Wealth Group
from 13F filings
Historical chart of Regal Wealth Group investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Regal Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.2M | 31k | 72.87 |
| 2023-09-30 | $2.1M | 31k | 68.42 |
| 2023-06-30 | $2.2M | 31k | 69.58 |
| 2023-03-31 | $2.0M | 31k | 64.57 |
| 2022-12-31 | $1.8M | 31k | 58.50 |
| 2022-09-30 | $1.8M | 31k | 58.78 |
| 2022-06-30 | $1.9M | 32k | 60.37 |
| 2022-03-31 | $2.3M | 32k | 72.54 |
| 2021-12-31 | $2.7M | 32k | 83.66 |
| 2021-09-30 | $2.4M | 32k | 73.91 |
| 2021-06-30 | $2.4M | 33k | 72.73 |
| 2021-03-31 | $2.3M | 35k | 65.11 |
| 2020-12-31 | $2.4M | 37k | 63.83 |
| 2020-09-30 | $2.1M | 9.3k | 231.03 |
| 2020-06-30 | $1.7M | 8.4k | 207.45 |
| 2020-03-31 | $1.7M | 11k | 165.09 |
| 2019-12-31 | $2.5M | 13k | 193.68 |
| 2019-09-30 | $12M | 78k | 150.67 |
| 2019-06-30 | $19M | 104k | 179.24 |
| 2019-03-31 | $18M | 103k | 172.36 |
| 2018-12-31 | $12M | 78k | 150.67 |
| 2018-09-30 | $19M | 107k | 177.17 |
| 2018-06-30 | $8.9M | 55k | 162.61 |
| 2018-03-31 | $18M | 114k | 155.07 |
| 2017-12-31 | $18M | 116k | 152.77 |
| 2017-09-30 | $17M | 119k | 143.42 |
| 2017-06-30 | $16M | 116k | 136.85 |
| 2017-03-31 | $13M | 99k | 131.52 |
| 2016-12-31 | $12M | 98k | 121.79 |
| 2016-09-30 | $12M | 98k | 121.79 |
| 2016-06-30 | $12M | 98k | 121.79 |
| 2016-03-31 | $12M | 98k | 121.79 |
| 2015-12-31 | $12M | 98k | 121.79 |