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ISHARES TR MSCI Small Cap msci small cap shares owned by Regal Investment Advisors

Quarter-by-quarter ownership of ISHARES TR MSCI Small Cap msci small cap (SCZ) shares owned by Regal Investment Advisors from 13F filings

Historical chart of Regal Investment Advisors investment in ISHARES TR MSCI Small Cap msci small cap

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All positions including ISHARES TR MSCI Small Cap msci small cap 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 TR MSCI Small Cap msci small cap by Regal Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.2M 48k 67.70
2024-06-30 $3.0M 49k 61.64
2024-03-31 $3.0M 48k 63.33
2023-09-30 $2.5M 45k 56.47
2023-06-30 $2.6M 45k 58.98
2023-03-31 $2.7M 45k 59.51
2022-12-31 $2.5M 44k 56.48
2022-09-30 $2.1M 44k 48.78
2022-06-30 $2.3M 43k 54.59
2022-03-31 $2.6M 39k 66.35
2021-12-31 $2.8M 38k 73.08
2021-09-30 $2.7M 37k 74.41
2021-06-30 $2.8M 37k 74.17
2020-12-31 $2.7M 40k 68.35
2020-06-30 $2.2M 41k 53.62
2019-12-31 $2.2M 35k 62.28
2019-09-30 $1.8M 32k 57.24
2019-06-30 $1.4M 25k 57.40
2019-03-31 $1.4M 24k 57.45
2018-12-31 $1.3M 25k 51.82
2018-09-30 $1.6M 25k 62.29
2018-06-30 $1.1M 18k 62.72
2018-03-31 $1.6M 25k 65.17
2017-12-31 $1.2M 18k 64.50
2017-09-30 $1.1M 17k 61.98
2017-06-30 $916k 16k 57.86
2017-03-31 $799k 15k 54.14
2016-12-31 $739k 15k 49.83
2016-09-30 $610k 12k 52.42
2016-06-30 $485k 10k 48.26
2016-03-31 $456k 9.2k 49.80
2015-12-31 $426k 8.5k 49.90
2015-09-30 $425k 8.9k 47.76
2015-06-30 $528k 10k 50.97
2015-03-31 $555k 11k 49.44
2014-12-31 $490k 11k 46.67
2014-09-30 $549k 11k 48.50
2014-06-30 $607k 12k 52.92
2014-03-31 $649k 12k 52.22
2013-12-31 $610k 12k 50.95
2013-09-30 $569k 12k 48.48
2013-06-30 $485k 11k 42.40

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 TR MSCI Small Cap msci small cap

Jones Financial Companies, L.L
Natixis Asset Management Advisors
Tiaa Trust, National Association
Creative Planning
Bank of New York Mellon
Goldman Sachs Group
State of New Jersey Common Pension Fund D
BlackRock
BlackRock
Morgan Stanley
Modera Wealth Management
Bank of America Corporation
Pnc Financial Services
Jpmorgan Chase & Co
Envestnet Asset Management

View all funds holding ISHARES TR MSCI Small Cap msci small cap