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iShares Russell 1000 Value Index shares owned by Regal Investment Advisors

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Regal Investment Advisors from 13F filings

Historical chart of Regal Investment Advisors investment in iShares Russell 1000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Value 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 1000 Value Index by Regal Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $542k 2.9k 189.82
2024-06-30 $582k 3.3k 174.50
2024-03-31 $598k 3.3k 179.13
2023-09-30 $439k 2.9k 151.80
2023-06-30 $295k 1.9k 157.80
2023-03-31 $278k 1.8k 152.23
2022-12-31 $320k 2.1k 151.64
2022-09-30 $310k 2.3k 135.91
2022-06-30 $415k 2.9k 145.10
2022-03-31 $551k 3.3k 165.96
2021-12-31 $481k 2.9k 167.95
2021-09-30 $330k 2.1k 156.32
2021-06-30 $323k 2.0k 158.64
2020-12-31 $262k 1.9k 136.74
2020-06-30 $206k 1.8k 112.57
2018-09-30 $223k 1.8k 126.85
2018-06-30 $204k 1.7k 121.14
2018-03-31 $320k 2.7k 119.90
2017-12-31 $246k 2.0k 124.12
2017-09-30 $245k 2.1k 118.76
2017-06-30 $249k 2.1k 116.36
2017-03-31 $243k 2.1k 114.79
2016-12-31 $248k 2.2k 112.01
2016-09-30 $283k 2.7k 105.64
2016-06-30 $262k 2.5k 103.23
2016-03-31 $282k 2.8k 98.98
2015-12-31 $306k 3.1k 97.70
2015-09-30 $288k 3.1k 92.96
2015-06-30 $559k 5.4k 103.08
2015-03-31 $585k 5.7k 103.16
2014-12-31 $540k 5.2k 104.43
2014-09-30 $583k 5.8k 100.12
2014-06-30 $451k 4.5k 101.27
2014-03-31 $545k 5.7k 96.43
2013-12-31 $443k 4.7k 94.10
2013-09-30 $316k 3.7k 86.22
2013-06-30 $275k 3.3k 83.76

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 1000 Value Index

Bank of America Corporation
Morgan Stanley
Goldman Sachs Group
Financial Engines Advisors L.L.C
Jpmorgan Chase & Co
Envestnet Asset Management
Jones Financial Companies, L.L
Wells Fargo & Company
Northern Trust
Raymond James & Associates
M^T Bank Corporation
LPL Financial
Pnc Financial Services
Synovus Financial Corp.
BlackRock

View all funds holding iShares Russell 1000 Value Index