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iShares Russell 1000 Value Index shares owned by Regal Wealth Group

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

Historical chart of Regal Wealth Group 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 Wealth Group 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 Wealth Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.3M 26k 164.08
2023-09-30 $4.0M 27k 151.82
2023-06-30 $4.5M 29k 156.14
2023-03-31 $19M 124k 155.10
2022-12-31 $25M 163k 151.65
2022-09-30 $23M 162k 141.51
2022-06-30 $23M 161k 144.97
2022-03-31 $27M 163k 165.39
2021-12-31 $27M 161k 167.93
2021-09-30 $23M 145k 156.51
2021-06-30 $23M 146k 158.62
2021-03-31 $24M 156k 151.55
2020-12-31 $21M 155k 136.73
2020-09-30 $15M 127k 118.13
2020-06-30 $14M 128k 112.62
2020-03-31 $12M 125k 99.18
2019-12-31 $21M 151k 136.48
2019-09-30 $2.4M 22k 111.05
2019-06-30 $2.7M 21k 127.24
2019-03-31 $2.7M 22k 123.47
2018-12-31 $2.4M 22k 111.04
2018-09-30 $2.8M 22k 126.61
2018-06-30 $2.7M 22k 121.39
2018-03-31 $2.6M 22k 119.96
2017-12-31 $2.7M 22k 124.35
2017-09-30 $2.6M 22k 118.51
2017-06-30 $2.6M 22k 116.45
2017-03-31 $2.6M 22k 114.92
2016-12-31 $2.5M 23k 112.03
2016-09-30 $2.5M 23k 112.03
2016-06-30 $2.5M 23k 112.03
2016-03-31 $2.5M 23k 112.03
2015-12-31 $2.5M 23k 112.03

More positions owned by Regal Wealth Group

Ishares Tr Rus 1000 Grw Etf (IWF)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Boeing Company (BA)
Rockwell Automation (ROK)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Msci Usa Min Vol (USMV)
Dimensional Etf Trust Core Fixed Incom (DFCF)

View all positions for Regal Wealth Group

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Goldman Sachs Group
Jpmorgan Chase & Co
UBS Group
Wells Fargo & Company
M^T Bank Corporation
Baird Financial
Raymond James & Associates
Pnc Financial Services
Branch Banking & Trust Company
Royal Bank of Canada
Jasper Ridge Partners
Commonwealth Equity Services
GLOBALT Investments LLC / GA
Stifel Financial

View all funds holding iShares Russell 1000 Value Index