iShares Russell 2000 Index shares owned by Regal Investment Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Regal Investment Advisors
from 13F filings
Historical chart of Regal Investment Advisors investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Regal Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.8M | 13k | 220.90 |
| 2024-06-30 | $2.7M | 14k | 202.89 |
| 2024-03-31 | $2.7M | 13k | 210.31 |
| 2023-09-30 | $1.7M | 9.8k | 176.74 |
| 2023-06-30 | $2.2M | 12k | 187.27 |
| 2023-03-31 | $1.7M | 9.3k | 178.40 |
| 2022-12-31 | $1.7M | 9.8k | 174.35 |
| 2022-09-30 | $1.8M | 11k | 164.94 |
| 2022-06-30 | $2.1M | 12k | 169.32 |
| 2022-03-31 | $3.3M | 16k | 205.30 |
| 2021-12-31 | $3.6M | 16k | 222.47 |
| 2021-09-30 | $3.2M | 15k | 218.77 |
| 2021-06-30 | $3.2M | 14k | 229.36 |
| 2020-12-31 | $2.3M | 12k | 196.10 |
| 2020-06-30 | $1.8M | 12k | 143.20 |
| 2019-12-31 | $1.4M | 8.5k | 165.69 |
| 2019-09-30 | $1.2M | 7.8k | 151.28 |
| 2019-06-30 | $1.1M | 7.4k | 155.51 |
| 2019-03-31 | $1.1M | 7.0k | 153.17 |
| 2018-12-31 | $893k | 6.7k | 133.84 |
| 2018-09-30 | $2.5M | 15k | 168.52 |
| 2018-06-30 | $898k | 5.5k | 163.84 |
| 2018-03-31 | $1.2M | 8.2k | 151.85 |
| 2017-12-31 | $943k | 6.2k | 152.47 |
| 2017-09-30 | $862k | 5.8k | 148.21 |
| 2017-06-30 | $808k | 5.7k | 140.84 |
| 2017-03-31 | $843k | 6.1k | 137.54 |
| 2016-12-31 | $1.3M | 9.4k | 134.84 |
| 2016-09-30 | $1.2M | 9.4k | 124.19 |
| 2016-06-30 | $3.5M | 31k | 114.99 |
| 2016-03-31 | $3.7M | 34k | 110.64 |
| 2015-12-31 | $3.9M | 35k | 112.60 |
| 2015-09-30 | $3.8M | 35k | 109.18 |
| 2015-06-30 | $5.6M | 45k | 124.86 |
| 2015-03-31 | $4.5M | 36k | 124.36 |
| 2014-12-31 | $4.3M | 36k | 119.63 |
| 2014-09-30 | $3.7M | 34k | 109.36 |
| 2014-06-30 | $1.8M | 15k | 118.81 |
| 2014-03-31 | $2.7M | 23k | 116.34 |
| 2013-12-31 | $104k | 901 | 115.43 |
| 2013-09-30 | $54k | 502 | 107.57 |
| 2013-06-30 | $4.8M | 49k | 97.00 |