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iShares Russell 1000 Growth Index shares owned by Regal Wealth Group

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

Historical chart of Regal Wealth Group 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 Wealth Group 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 Wealth Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $28M 97k 294.43
2023-09-30 $27M 100k 265.99
2023-06-30 $28M 102k 272.24
2023-03-31 $24M 99k 245.16
2022-12-31 $22M 102k 214.24
2022-09-30 $22M 101k 214.47
2022-06-30 $21M 96k 218.70
2022-03-31 $25M 96k 263.49
2021-12-31 $29M 95k 305.59
2021-09-30 $22M 79k 274.04
2021-06-30 $22M 81k 271.48
2021-03-31 $24M 97k 243.04
2020-12-31 $24M 98k 241.14
2020-09-30 $20M 91k 216.89
2020-06-30 $18M 95k 191.95
2020-03-31 $15M 97k 150.66
2019-12-31 $22M 122k 175.92
2019-09-30 $2.7M 21k 130.91
2019-06-30 $3.2M 20k 157.33
2019-03-31 $3.1M 21k 151.36
2018-12-31 $2.7M 21k 130.91
2018-09-30 $3.3M 21k 155.97
2018-06-30 $3.1M 22k 143.80
2018-03-31 $3.0M 22k 136.10
2017-12-31 $3.0M 22k 134.68
2017-09-30 $2.9M 23k 125.05
2017-06-30 $2.7M 23k 119.02
2017-03-31 $2.6M 23k 113.79
2016-12-31 $2.4M 23k 104.92
2016-09-30 $2.4M 23k 104.92
2016-06-30 $2.4M 23k 104.92
2016-03-31 $2.4M 23k 104.92
2015-12-31 $2.4M 23k 104.92

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 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