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iShares Russell Microcap Index shares owned by Regal Investment Advisors

Quarter-by-quarter ownership of iShares Russell Microcap Index (IWC) shares owned by Regal Investment Advisors from 13F filings

Historical chart of Regal Investment Advisors investment in iShares Russell Microcap Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell Microcap Index held by Regal Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell Microcap Index by Regal Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.8M 23k 123.32
2024-06-30 $2.6M 22k 114.00
2024-03-31 $2.7M 22k 121.19
2023-09-30 $2.2M 22k 100.10
2023-06-30 $2.4M 22k 109.30
2023-03-31 $2.1M 20k 104.51
2022-12-31 $2.2M 21k 107.83
2022-09-30 $2.1M 20k 103.40
2022-06-30 $2.0M 19k 103.94
2022-03-31 $2.4M 19k 128.88
2021-12-31 $2.5M 18k 139.75
2021-09-30 $2.4M 17k 144.30
2021-06-30 $2.4M 16k 152.60
2021-03-31 $2.2M 15k 146.96
2020-12-31 $2.0M 17k 118.62
2020-09-30 $1.6M 18k 90.48
2020-06-30 $1.6M 18k 87.25
2020-03-31 $1.1M 17k 67.00
2019-12-31 $1.7M 18k 99.50
2019-09-30 $1.5M 17k 88.12
2019-06-30 $1.5M 16k 93.16
2019-03-31 $1.4M 15k 92.74
2018-12-31 $1.2M 14k 82.44
2018-09-30 $1.6M 15k 106.32
2018-06-30 $1.1M 10k 105.61
2018-03-31 $1.3M 14k 96.06
2017-12-31 $1.3M 14k 95.71
2017-09-30 $1.3M 14k 94.45
2017-06-30 $1.2M 14k 88.96
2017-03-31 $1.1M 13k 85.64
2016-12-31 $1.1M 13k 85.80
2016-09-30 $986k 13k 78.04
2016-06-30 $898k 13k 70.68
2016-03-31 $824k 12k 67.93
2015-12-31 $810k 11k 72.03
2015-09-30 $505k 7.3k 69.63
2015-06-30 $412k 5.1k 81.46
2015-03-31 $312k 3.9k 79.17
2013-09-30 $51k 746 68.36
2013-06-30 $40k 640 62.50

More positions owned by Regal Investment Advisors

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Abbvie (ABBV)
Ishares Tr Core Total Usd (IUSB)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Procter & Gamble Company (PG)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Johnson & Johnson (JNJ)

View all positions for Regal Investment Advisors

Top funds holding iShares Russell Microcap Index

Goodman & Company, Investment Counsel
CI Private Wealth
Bank of America Corporation
Alesco Advisors
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Halbert Hargrove Global Advisors
Royal Bank of Canada
Morgan Stanley
Dumont & Blake Investment Advisors
Chicago Partners Investment
Wells Fargo & Company
H D Vest Advisory Services
Envestnet Asset Management
Family Firm
Schoolcraft Capital

View all funds holding iShares Russell Microcap Index