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iShares S&P SmallCap 600 Value Idx shares owned by Regal Investment Advisors

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by Regal Investment Advisors from 13F filings

Historical chart of Regal Investment Advisors investment in iShares S&P SmallCap 600 Value Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Value Idx 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 S&P SmallCap 600 Value Idx by Regal Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 11k 102.76
2023-09-30 $6.4M 72k 89.22
2023-06-30 $723k 7.6k 95.09
2023-03-31 $777k 8.3k 93.59
2022-12-31 $529k 5.8k 91.31
2022-09-30 $483k 5.9k 82.45
2022-06-30 $1.7M 19k 89.05
2022-03-31 $534k 5.2k 102.48
2021-12-31 $540k 5.2k 104.41
2021-09-30 $550k 5.5k 100.70
2021-06-30 $583k 5.5k 105.43
2020-12-31 $451k 5.5k 81.35
2020-06-30 $315k 2.6k 120.51
2019-12-31 $420k 2.6k 160.80
2019-09-30 $360k 2.4k 150.13
2019-06-30 $282k 1.9k 148.50
2019-03-31 $301k 2.0k 147.55
2018-12-31 $292k 2.2k 132.01
2018-09-30 $457k 2.7k 166.85
2018-06-30 $379k 2.3k 163.43
2018-03-31 $418k 2.8k 150.96
2017-12-31 $361k 2.4k 153.62
2017-09-30 $348k 2.3k 148.40
2017-06-30 $360k 2.6k 139.91
2017-03-31 $362k 2.6k 138.49
2016-12-31 $339k 2.4k 139.91
2016-09-30 $359k 2.9k 124.70
2016-06-30 $296k 2.5k 116.72
2015-09-30 $132k 1.3k 104.60
2015-06-30 $151k 1.3k 117.69
2015-03-31 $152k 1.3k 118.56
2014-12-31 $144k 1.2k 117.74
2014-09-30 $178k 1.7k 107.55
2014-06-30 $193k 1.7k 115.43
2014-03-31 $189k 1.7k 113.24
2013-12-31 $185k 1.7k 110.98
2013-09-30 $167k 1.6k 102.14
2013-06-30 $156k 1.7k 93.53

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 S&P SmallCap 600 Value Idx

Morgan Stanley
Bank of America Corporation
FMR
M^T Bank Corporation
Regions Bank
Wells Fargo & Company
UBS Group
Prime Capital Investment Advisors
Modera Wealth Management
Envestnet Asset Management
Pnc Financial Services
LPL Financial
Commonwealth Equity Services
Bessemer
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Value Idx