Regal Investment Advisors’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $861K | Buy |
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|
2025
Q1 | $580K | Sell |
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|
2024
Q4 | $649K | Buy |
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|
2024
Q3 | $632K | Sell |
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|
2024
Q2 | $1.05M | Buy |
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|
2024
Q1 | $976K | Buy |
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|
2023
Q4 | $888K | Buy |
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|
2023
Q3 | $688K | Hold |
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|
2023
Q2 | $714K | Buy |
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|
2023
Q1 | $658K | Buy |
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|
2022
Q4 | $613K | Sell |
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|
2022
Q3 | $591K | Buy |
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|
2022
Q2 | $565K | Buy |
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|
2022
Q1 | $654K | Buy |
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|
2021
Q4 | $392K | Buy |
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|
2021
Q3 | $358K | Buy |
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|
2021
Q2 | $359K | Buy |
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|
2021
Q1 | $239K | Sell |
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|
2020
Q4 | $280K | Buy |
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|
2020
Q3 | $200K | Sell |
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|
2020
Q2 | $215K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $272K | Buy |
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|
2019
Q3 | $214K | Hold |
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|
2019
Q2 | $211K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $258K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $235K | Sell |
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|
2017
Q4 | $243K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $91K | Hold |
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|
2015
Q2 | $99K | Hold |
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|
2015
Q1 | $99K | Sell |
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|
2014
Q4 | $256K | Hold |
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|
2014
Q3 | $245K | Sell |
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|
2014
Q2 | $256K | Buy |
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