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iShares Russell 1000 Growth Index shares owned by Regal Investment Advisors

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.5M 6.7k 375.40
2024-06-30 $2.8M 7.6k 364.50
2024-03-31 $2.5M 7.4k 337.06
2023-09-30 $1.9M 7.3k 266.00
2023-06-30 $1.9M 6.8k 275.19
2023-03-31 $1.7M 6.9k 244.33
2022-12-31 $1.5M 7.1k 214.23
2022-09-30 $1.7M 8.2k 210.42
2022-06-30 $1.8M 8.1k 218.75
2022-03-31 $2.2M 7.8k 277.72
2021-12-31 $2.1M 7.0k 305.54
2021-09-30 $1.8M 6.5k 274.01
2021-06-30 $1.9M 7.0k 271.57
2021-03-31 $366k 1.5k 242.87
2020-12-31 $6.4M 26k 241.14
2020-09-30 $327k 1.5k 216.99
2020-06-30 $6.1M 32k 191.95
2020-03-31 $227k 1.5k 150.63
2019-12-31 $5.5M 31k 175.93
2019-09-30 $4.8M 30k 159.61
2019-06-30 $5.3M 34k 157.34
2019-03-31 $4.8M 32k 151.37
2018-12-31 $4.1M 31k 130.91
2018-09-30 $5.2M 34k 155.97
2018-06-30 $2.8M 20k 143.82
2018-03-31 $4.5M 33k 136.08
2017-12-31 $3.5M 26k 134.67
2017-09-30 $2.9M 23k 125.06
2017-06-30 $2.6M 22k 119.03
2017-03-31 $2.2M 19k 113.78
2016-12-31 $2.1M 20k 104.91
2016-09-30 $2.1M 20k 104.15
2016-06-30 $2.0M 20k 100.37
2016-03-31 $2.1M 21k 99.79
2015-12-31 $2.2M 23k 99.46
2015-09-30 $2.3M 25k 92.98
2015-06-30 $2.5M 26k 99.01
2015-03-31 $2.6M 26k 98.93
2014-12-31 $2.5M 26k 95.62
2014-09-30 $2.5M 27k 91.62
2014-06-30 $2.5M 27k 90.93
2014-03-31 $2.4M 28k 86.55
2013-12-31 $2.7M 31k 85.94
2013-09-30 $2.5M 31k 78.19
2013-06-30 $2.3M 32k 72.74

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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 Growth Index

Bank of America Corporation
Morgan Stanley
Goldman Sachs Group
Jpmorgan Chase & Co
Envestnet Asset Management
Northern Trust
Wells Fargo & Company
International Assets Investment Management
Pnc Financial Services
LPL Financial
M^T Bank Corporation
Raymond James & Associates
Branch Banking & Trust Company
Tiaa Trust, National Association
Commonwealth Equity Services

View all funds holding iShares Russell 1000 Growth Index