iShares Russell Midcap Value Index shares owned by Regal Investment Advisors
Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by Regal Investment Advisors
from 13F filings
Historical chart of Regal Investment Advisors investment in iShares Russell Midcap Value Index
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Quarterly reported holdings in iShares Russell Midcap Value Index by Regal Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $293k | 2.2k | 132.25 |
| 2024-06-30 | $330k | 2.7k | 120.72 |
| 2024-03-31 | $344k | 2.7k | 125.32 |
| 2023-09-30 | $309k | 3.0k | 104.33 |
| 2023-06-30 | $337k | 3.1k | 109.83 |
| 2023-03-31 | $291k | 2.7k | 106.20 |
| 2022-12-31 | $288k | 2.7k | 105.32 |
| 2022-09-30 | $263k | 2.7k | 95.95 |
| 2022-06-30 | $278k | 2.7k | 101.53 |
| 2022-03-31 | $342k | 2.9k | 119.71 |
| 2021-12-31 | $527k | 4.3k | 122.33 |
| 2021-09-30 | $301k | 2.7k | 113.24 |
| 2021-06-30 | $303k | 2.6k | 114.99 |
| 2020-12-31 | $207k | 2.1k | 96.96 |
| 2019-03-31 | $200k | 2.3k | 86.96 |
| 2017-06-30 | $218k | 2.6k | 84.04 |
| 2017-03-31 | $271k | 3.3k | 83.00 |
| 2016-12-31 | $248k | 3.1k | 80.57 |
| 2016-09-30 | $367k | 4.8k | 76.87 |
| 2016-06-30 | $332k | 4.5k | 74.39 |
| 2016-03-31 | $228k | 3.2k | 71.03 |
| 2015-09-30 | $155k | 2.3k | 66.93 |
| 2015-06-30 | $170k | 2.3k | 73.40 |
| 2015-03-31 | $174k | 2.3k | 75.13 |
| 2014-12-31 | $60k | 816 | 73.53 |
| 2014-09-30 | $57k | 816 | 69.85 |
| 2014-06-30 | $36k | 494 | 72.61 |
| 2014-03-31 | $34k | 494 | 68.83 |
| 2013-09-30 | $260k | 4.3k | 60.90 |
| 2013-06-30 | $288k | 5.0k | 57.85 |
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