Regal Wealth Group »

iShares Russell 2000 Value Index shares owned by Regal Wealth Group

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

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

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Value Index held by Regal Wealth Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 2000 Value Index by Regal Wealth Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $679k 4.5k 150.53
2023-09-30 $615k 4.5k 135.54
2023-06-30 $694k 5.0k 139.80
2023-03-31 $2.9M 21k 136.31
2022-12-31 $3.9M 28k 138.67
2022-09-30 $3.7M 28k 135.53
2022-06-30 $4.1M 31k 136.15
2022-03-31 $4.7M 30k 155.10
2021-12-31 $5.0M 30k 166.06
2021-09-30 $7.3M 46k 160.23
2021-06-30 $7.5M 45k 165.77
2021-03-31 $5.4M 34k 159.47
2020-12-31 $4.5M 34k 131.76
2020-09-30 $2.8M 28k 99.35
2020-06-30 $2.7M 28k 97.45
2020-03-31 $2.2M 27k 82.02
2019-12-31 $4.0M 31k 128.59
2019-09-30 $390k 3.6k 107.68
2019-06-30 $423k 3.5k 120.65
2019-03-31 $429k 3.6k 119.83
2018-12-31 $390k 3.6k 107.68
2018-09-30 $481k 3.6k 133.06
2018-06-30 $476k 3.6k 131.97
2018-03-31 $460k 3.8k 121.82
2017-12-31 $485k 3.9k 125.88
2017-09-30 $489k 3.9k 124.02
2017-06-30 $466k 3.9k 118.79
2017-03-31 $464k 3.9k 118.28
2016-12-31 $463k 3.9k 118.84
2016-09-30 $463k 3.9k 118.84
2016-06-30 $463k 3.9k 118.84
2016-03-31 $463k 3.9k 118.84
2015-12-31 $463k 3.9k 118.84

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 2000 Value Index

Bank of America Corporation
Morgan Stanley
Tiaa Trust, National Association
Jones Financial Companies, L.L
Envestnet Asset Management
Alaska Permanent Fund Corp
Starboard Value
Pnc Financial Services
M^T Bank Corporation
Goldman Sachs Group
D.A. Davidson & Co.
LPL Financial
Commonwealth Equity Services
Wells Fargo & Company
Us Bancorp

View all funds holding iShares Russell 2000 Value Index