iShares Russell 1000 Index shares owned by Regal Investment Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Regal Investment Advisors
from 13F filings
Historical chart of Regal Investment Advisors investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by Regal Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $632k | 2.0k | 314.42 |
| 2024-06-30 | $1.1M | 3.5k | 297.57 |
| 2024-03-31 | $976k | 3.4k | 287.99 |
| 2023-09-30 | $688k | 2.9k | 234.89 |
| 2023-06-30 | $714k | 2.9k | 243.72 |
| 2023-03-31 | $658k | 2.9k | 225.25 |
| 2022-12-31 | $614k | 2.9k | 210.52 |
| 2022-09-30 | $591k | 3.0k | 197.39 |
| 2022-06-30 | $565k | 2.7k | 207.87 |
| 2022-03-31 | $654k | 2.6k | 250.19 |
| 2021-12-31 | $392k | 1.5k | 264.33 |
| 2021-09-30 | $358k | 1.5k | 241.57 |
| 2021-06-30 | $359k | 1.5k | 242.40 |
| 2021-03-31 | $239k | 1.1k | 223.36 |
| 2020-12-31 | $280k | 1.3k | 211.80 |
| 2020-09-30 | $200k | 1.1k | 186.92 |
| 2020-06-30 | $215k | 1.3k | 172.00 |
| 2019-12-31 | $272k | 1.5k | 178.48 |
| 2019-09-30 | $214k | 1.3k | 164.74 |
| 2019-06-30 | $211k | 1.3k | 162.43 |
| 2018-09-30 | $258k | 1.6k | 161.55 |
| 2018-03-31 | $235k | 1.6k | 147.15 |
| 2017-12-31 | $243k | 1.6k | 148.53 |
| 2015-09-30 | $91k | 855 | 106.43 |
| 2015-06-30 | $99k | 855 | 115.79 |
| 2015-03-31 | $99k | 855 | 115.79 |
| 2014-12-31 | $256k | 2.2k | 114.80 |
| 2014-09-30 | $245k | 2.2k | 109.87 |
| 2014-06-30 | $256k | 2.3k | 110.11 |