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iShares Russell 2000 Growth Index shares owned by Regal Wealth Group

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2023-12-31 $749k 3.1k 242.78
2023-09-30 $699k 3.1k 224.15
2023-06-30 $799k 3.4k 238.17
2023-03-31 $3.1M 13k 227.67
2022-12-31 $3.8M 18k 214.52
2022-09-30 $3.7M 17k 211.20
2022-06-30 $3.5M 17k 206.32
2022-03-31 $4.1M 17k 243.80
2021-12-31 $4.9M 17k 293.03
2021-09-30 $5.7M 19k 293.62
2021-06-30 $6.1M 20k 311.68
2021-03-31 $5.0M 17k 300.75
2020-12-31 $4.8M 17k 286.70
2020-09-30 $3.3M 15k 221.53
2020-06-30 $3.1M 15k 206.89
2020-03-31 $2.5M 16k 158.17
2019-12-31 $4.0M 19k 214.24
2019-09-30 $423k 2.5k 168.06
2019-06-30 $494k 2.5k 200.81
2019-03-31 $483k 2.5k 196.58
2018-12-31 $423k 2.5k 167.99
2018-09-30 $543k 2.5k 214.96
2018-06-30 $516k 2.5k 204.44
2018-03-31 $504k 2.6k 190.40
2017-12-31 $494k 2.6k 186.84
2017-09-30 $503k 2.8k 179.07
2017-06-30 $473k 2.8k 168.75
2017-03-31 $462k 2.9k 161.54
2016-12-31 $440k 2.9k 154.06
2016-09-30 $440k 2.9k 154.06
2016-06-30 $440k 2.9k 154.06
2016-03-31 $440k 2.9k 154.06
2015-12-31 $440k 2.9k 154.06

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 Growth Index

Morgan Stanley
Bank of America Corporation
Babson Capital Management
Tiaa Trust, National Association
Envestnet Asset Management
Wells Fargo & Company
Cassaday & Co Wealth Management
Goldman Sachs Group
Commonwealth Equity Services
Pnc Financial Services
Cohen Klingenstein
UBS Group
Us Bancorp
Alliancebernstein
D.A. Davidson & Co.

View all funds holding iShares Russell 2000 Growth Index