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iShares Russell Midcap Index Fund shares owned by Regal Investment Advisors

Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Regal Investment Advisors from 13F filings

Historical chart of Regal Investment Advisors investment in iShares Russell Midcap Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell Midcap Index Fund held by Regal Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell Midcap Index Fund by Regal Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.8M 20k 88.14
2024-06-30 $1.5M 18k 81.08
2024-03-31 $1.3M 15k 84.09
2023-09-30 $611k 8.8k 69.25
2023-06-30 $473k 6.5k 73.03
2015-09-30 $3.0k 20 150.00
2014-03-31 $43k 278 154.68
2013-12-31 $46k 308 149.35