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Regal Investment Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Regal Investment Advisors’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23.5M Buy
170,924
+1,999
+1% +$264K 1.22% 11
2026
Q1 		$19.1M Buy
168,925
+13,231
+8% +$1.59M 1.1% 14
2025
Q4 		$19.2M Buy
155,694
+23,425
+18% +$2.87M 1.15% 15
2025
Q3 		$16M Buy
132,269
+2,056
+2% +$236K 1.04% 15
2025
Q2 		$14.3M Sell
130,213
-9,100
-7% -$901K 1.07% 15
2025
Q1 		$12.9M Buy
139,313
+5,822
+4% +$587K 1.05% 15
2024
Q4 		$13.6M Sell
133,491
-5,829
-4% -$582K 1.02% 18
2024
Q3 		$13.3M Buy
139,320
+19,287
+16% +$1.78M 0.93% 20
2024
Q2 		$11.1M Buy
120,033
+41,349
+53% +$3.56M 0.72% 30
2024
Q1 		$6.64M Buy
78,684
+30,951
+65% +$2.49M 0.45% 58
2023
Q4 		$3.58M Buy
47,733
+726
+2% +$51.7K 0.27% 110
2023
Q3 		$3.22M Buy
47,007
+27,295
+138% +$1.93M 0.27% 105
2023
Q2 		$1.39M Buy
19,712
+1,799
+10% +$119K 0.12% 178
2023
Q1 		$1.14M Buy
17,913
+534
+3% +$32.6K 0.1% 186
2022
Q4 		$1.02M Sell
17,379
-741
-4% -$44.5K 0.1% 188
2022
Q3 		$1.05M Sell
18,120
-607
-3% -$39.4K 0.11% 174
2022
Q2 		$1.13M Sell
18,727
-515
-3% -$34.1K 0.12% 170
2022
Q1 		$1.47M Sell
19,242
-980
-5% -$73.6K 0.13% 154
2021
Q4 		$1.69M Buy
20,222
+1,649
+9% +$133K 0.15% 145
2021
Q3 		$1.37M Buy
18,573
+3
+0% +$229 0.13% 162
2021
Q2 		$1.35M Buy
+18,570
New +$1.29M 0.14% 158
2021
Q1 		– Sell
-20,743
Closed -$1.32M – 229
2020
Q4 		$1.32M Buy
+20,743
New +$1.26M 0.15% 146
2020
Q3 		– Sell
-23,156
Closed -$1.2M – 130
2020
Q2 		$1.2M Buy
+23,156
New +$1.11M 0.22% 109
2020
Q1 		– Sell
-26,304
Closed -$1.27M – 172
2019
Q4 		$1.27M Sell
26,304
-52
-0.2% -$2.41K 0.23% 120
2019
Q3 		$1.19M Sell
26,356
-6,748
-20% -$305K 0.23% 123
2019
Q2 		$1.48M Sell
33,104
-3,916
-11% -$172K 0.29% 108
2019
Q1 		$1.59M Buy
37,020
+9,516
+35% +$390K 0.32% 101
2018
Q4 		$1.04M Sell
27,504
-604
-2% -$24.4K 0.23% 122
2018
Q3 		$1.25M Buy
28,108
+11,180
+66% +$480K 0.26% 116
2018
Q2 		$688K Sell
16,928
-7,948
-32% -$319K 0.21% 136
2018
Q1 		$964K Buy
24,876
+5,008
+25% +$200K 0.21% 127
2017
Q4 		$759K Sell
19,868
-292
-1% -$10.9K 0.17% 143
2017
Q3 		$723K Buy
20,160
+6,416
+47% +$226K 0.17% 145
2017
Q2 		$470K Buy
13,744
+3,764
+38% +$128K 0.12% 170
2017
Q1 		$328K Sell
9,980
-416
-4% -$13.3K 0.09% 201
2016
Q4 		$317K Sell
10,396
-16,236
-61% -$490K 0.09% 195
2016
Q3 		$810K Sell
26,632
-2,896
-10% -$87.8K 0.23% 116
2016
Q2 		$861K Buy
29,528
+964
+3% +$28K 0.24% 118
2016
Q1 		$828K Buy
28,564
+4,668
+20% +$128K 0.22% 113
2015
Q4 		$691K Buy
23,896
+4,916
+26% +$143K 0.18% 128
2015
Q3 		$511K Buy
18,980
+3,132
+20% +$89K 0.13% 148
2015
Q2 		$451K Sell
15,848
-2,232
-12% -$64.7K 0.12% 161
2015
Q1 		$515K Sell
18,080
-11,608
-39% -$330K 0.13% 153
2014
Q4 		$828K Buy
29,688
+9,108
+44% +$249K 0.22% 112
2014
Q3 		$550K Buy
20,580
+596
+3% +$15.9K 0.17% 138
2014
Q2 		$526K Buy
19,984
+1,412
+8% +$35.8K 0.19% 127
2014
Q1 		$464K Sell
18,572
-16,924
-48% -$418K 0.2% 123
2013
Q4 		$876K Buy
35,496
+23,744
+202% +$560K 0.5% 69
2013
Q3 		$263K Sell
11,752
-7,480
-39% -$165K 0.15% 144
2013
Q2 		$406K Buy
+19,232
New +$408K 0.22% 116

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Regal Investment Advisors's IVW Position: Q2 2026 in Review

Regal Investment Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 1.2% in Q2 2026, buying an estimated $264K and bringing the position to 170,924 shares worth $23.5M. The position accounts for 1.22% of the portfolio, ranked #11.

Regal Investment Advisors first reported a position in IVW in Q2 2013 and has held it in 50 quarters since. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Regal Investment Advisors held 170,924 shares of iShares S&P 500 Growth ETF worth $23.5M as of Q2 2026.
  • Regal Investment Advisors bought 1,999 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $264K.
  • iShares S&P 500 Growth ETF made up 1.22% of Regal Investment Advisors's portfolio in Q2 2026, its #11 holding.
  • Regal Investment Advisors first reported a position in iShares S&P 500 Growth ETF in Q2 2013 and has held it in 50 quarters since.
  • 2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.