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iShares Russell Microcap Index shares owned by Regal Investment Advisors

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

Historical chart of Regal Investment Advisors investment in iShares Russell Microcap Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell Microcap Index 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 Microcap Index by Regal Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.7M 22k 121.19
2023-09-30 $2.2M 22k 100.10
2023-06-30 $2.4M 22k 109.30
2023-03-31 $2.1M 20k 104.51
2022-12-31 $2.2M 21k 107.83
2022-09-30 $2.1M 20k 103.40
2022-06-30 $2.0M 19k 103.94
2022-03-31 $2.4M 19k 128.88
2021-12-31 $2.5M 18k 139.75
2021-09-30 $2.4M 17k 144.30
2021-06-30 $2.4M 16k 152.60
2021-03-31 $2.2M 15k 146.96
2020-12-31 $2.0M 17k 118.62
2020-09-30 $1.6M 18k 90.48
2020-06-30 $1.6M 18k 87.25
2020-03-31 $1.1M 17k 67.00
2019-12-31 $1.7M 18k 99.50
2019-09-30 $1.5M 17k 88.12
2019-06-30 $1.5M 16k 93.16
2019-03-31 $1.4M 15k 92.74
2018-12-31 $1.2M 14k 82.44
2018-09-30 $1.6M 15k 106.32
2018-06-30 $1.1M 10k 105.61
2018-03-31 $1.3M 14k 96.06
2017-12-31 $1.3M 14k 95.71
2017-09-30 $1.3M 14k 94.45
2017-06-30 $1.2M 14k 88.96
2017-03-31 $1.1M 13k 85.64
2016-12-31 $1.1M 13k 85.80
2016-09-30 $986k 13k 78.04
2016-06-30 $898k 13k 70.68
2016-03-31 $824k 12k 67.93
2015-12-31 $810k 11k 72.03
2015-09-30 $505k 7.3k 69.63
2015-06-30 $412k 5.1k 81.46
2015-03-31 $312k 3.9k 79.17
2013-09-30 $51k 746 68.36
2013-06-30 $40k 640 62.50

More positions owned by Regal Investment Advisors

Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Abbvie (ABBV)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation (NVDA)
Ishares Tr Hdg Msci Eafe (HEFA)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)

View all positions for Regal Investment Advisors

Top funds holding iShares Russell Microcap Index

One Capital Management
CI Private Wealth
Bank of America Corporation
Alesco Advisors
Bank Of Montreal
Halbert Hargrove Global Advisors
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
H D Vest Advisory Services
Morgan Stanley
Arkansas Financial
Wells Fargo & Company
Royal Bank of Canada
Chicago Partners Investment
Creative Planning
UBS Group

View all funds holding iShares Russell Microcap Index