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iShares Dow Jones US Financial shares owned by Regal Investment Advisors

Quarter-by-quarter ownership of iShares Dow Jones US Financial (IYF) shares owned by Regal Investment Advisors from 13F filings

Historical chart of Regal Investment Advisors investment in iShares Dow Jones US Financial

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Financial 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 Dow Jones US Financial by Regal Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $274k 2.6k 103.90
2024-06-30 $250k 2.6k 94.57
2024-03-31 $253k 2.6k 95.65
2023-09-30 $206k 2.8k 74.76
2023-06-30 $206k 2.8k 74.61
2022-12-31 $208k 2.8k 75.47
2022-03-31 $233k 2.8k 84.42
2021-12-31 $239k 2.8k 86.59
2021-09-30 $236k 2.9k 82.52
2021-06-30 $232k 2.9k 81.12
2020-12-31 $204k 3.1k 66.67
2020-06-30 $235k 2.1k 110.33
2019-12-31 $288k 2.1k 137.54
2019-09-30 $241k 1.9k 128.67
2019-06-30 $235k 1.9k 125.47
2019-03-31 $221k 1.9k 118.06
2018-12-31 $202k 1.9k 106.54
2018-09-30 $289k 2.4k 121.53
2018-06-30 $242k 2.1k 117.19
2018-03-31 $260k 2.2k 117.81
2017-12-31 $248k 2.1k 119.58
2017-09-30 $234k 2.1k 112.23
2017-06-30 $234k 2.2k 107.49
2017-03-31 $228k 2.2k 104.25
2015-09-30 $77k 926 83.15
2015-06-30 $83k 926 89.63
2015-03-31 $91k 1.0k 88.95
2014-12-31 $93k 1.0k 90.20
2014-09-30 $80k 961 83.25
2014-06-30 $80k 961 83.14
2014-03-31 $103k 1.3k 81.55
2013-12-31 $130k 1.6k 80.45
2013-09-30 $21k 285 73.68
2013-06-30 $6.0k 85 70.59

More positions owned by Regal Investment Advisors

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Abbvie (ABBV)
Ishares Tr Core Total Usd (IUSB)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Procter & Gamble Company (PG)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Johnson & Johnson (JNJ)

View all positions for Regal Investment Advisors

Top funds holding iShares Dow Jones US Financial

Fisher Investments
Bank of America Corporation
Phoenix Holdings
Manufacturers Life Insurance Company
Goldman Sachs Group
Hsbc Holdings
Northwestern Mutual Wealth Management Company
Fil
LPL Financial
Green Harvest Asset Management
Bank Of Montreal
UBS Group
Wells Fargo & Company
FMR
Schroder Investment Management Group

View all funds holding iShares Dow Jones US Financial