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iShares Russell 2000 Index shares owned by Regal Wealth Group

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Regal Wealth Group from 13F filings

Historical chart of Regal Wealth Group investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 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 2000 Index by Regal Wealth Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.8M 9.3k 193.82
2023-09-30 $1.6M 9.3k 176.73
2023-06-30 $1.7M 9.3k 184.70
2023-03-31 $1.7M 9.5k 178.25
2022-12-31 $1.7M 9.6k 174.37
2022-09-30 $1.6M 9.6k 171.23
2022-06-30 $1.6M 9.6k 169.38
2022-03-31 $1.9M 9.6k 196.55
2021-12-31 $2.1M 9.6k 222.45
2021-09-30 $2.1M 9.8k 218.80
2021-06-30 $2.2M 9.8k 229.37
2021-03-31 $2.2M 9.8k 220.99
2020-12-31 $1.9M 9.9k 196.08
2020-09-30 $1.5M 10k 149.81
2020-06-30 $1.5M 10k 143.15
2020-03-31 $1.2M 10k 114.45
2019-12-31 $1.7M 10k 165.70
2019-09-30 $1.4M 10k 133.95
2019-06-30 $1.6M 10k 155.46
2019-03-31 $1.6M 10k 153.05
2018-12-31 $1.4M 10k 133.94
2018-09-30 $1.7M 10k 168.54
2018-06-30 $1.7M 10k 163.77
2018-03-31 $1.6M 11k 151.87
2017-12-31 $1.6M 11k 152.46
2017-09-30 $1.5M 11k 148.14
2017-06-30 $1.5M 11k 140.89
2017-03-31 $1.4M 11k 137.45
2016-12-31 $1.4M 11k 134.88
2016-09-30 $1.4M 11k 134.88
2016-06-30 $1.4M 11k 134.88
2016-03-31 $1.4M 11k 134.88
2015-12-31 $1.4M 11k 134.88