RIA
Regal Investment Advisors’s iShares Micro-Cap ETF IWC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.97M | Sell |
23,274
-201
| -0.9% | -$25.7K | 0.22% | 121 |
|
|
2025
Q1 | $2.6M | Buy |
23,475
+41
| +0.2% | +$4.55K | 0.21% | 129 |
|
|
2024
Q4 | $3.06M | Buy |
23,434
+524
| +2% | +$68.3K | 0.23% | 120 |
|
|
2024
Q3 | $2.83M | Buy |
22,910
+511
| +2% | +$63K | 0.2% | 132 |
|
|
2024
Q2 | $2.55M | Buy |
22,399
+11
| +0% | +$1.25K | 0.17% | 148 |
|
|
2024
Q1 | $2.71M | Buy |
22,388
+288
| +1% | +$34.9K | 0.19% | 144 |
|
|
2023
Q4 | $2.56M | Buy |
22,100
+560
| +3% | +$65K | 0.19% | 135 |
|
|
2023
Q3 | $2.16M | Sell |
21,540
-211
| -1% | -$21.1K | 0.18% | 142 |
|
|
2023
Q2 | $2.38M | Buy |
21,751
+1,430
| +7% | +$156K | 0.2% | 126 |
|
|
2023
Q1 | $2.12M | Sell |
20,321
-156
| -0.8% | -$16.3K | 0.19% | 136 |
|
|
2022
Q4 | $2.21M | Buy |
20,477
+361
| +2% | +$38.9K | 0.21% | 118 |
|
|
2022
Q3 | $2.08M | Buy |
20,116
+1,086
| +6% | +$112K | 0.22% | 115 |
|
|
2022
Q2 | $1.98M | Buy |
19,030
+509
| +3% | +$52.9K | 0.21% | 117 |
|
|
2022
Q1 | $2.39M | Buy |
18,521
+596
| +3% | +$76.8K | 0.22% | 111 |
|
|
2021
Q4 | $2.51M | Buy |
17,925
+1,203
| +7% | +$168K | 0.22% | 108 |
|
|
2021
Q3 | $2.41M | Buy |
16,722
+1,185
| +8% | +$171K | 0.23% | 109 |
|
|
2021
Q2 | $2.37M | Buy |
15,537
+696
| +5% | +$106K | 0.24% | 106 |
|
|
2021
Q1 | $2.18M | Sell |
14,841
-2,146
| -13% | -$315K | 2.21% | 17 |
|
|
2020
Q4 | $2.02M | Sell |
16,987
-784
| -4% | -$93K | 0.23% | 111 |
|
|
2020
Q3 | $1.61M | Sell |
17,771
-360
| -2% | -$32.6K | 1.9% | 18 |
|
|
2020
Q2 | $1.58M | Buy |
18,131
+1,132
| +7% | +$98.8K | 0.29% | 86 |
|
|
2020
Q1 | $1.14M | Sell |
16,999
-458
| -3% | -$30.7K | 1.67% | 19 |
|
|
2019
Q4 | $1.74M | Buy |
17,457
+855
| +5% | +$85.1K | 0.31% | 105 |
|
|
2019
Q3 | $1.46M | Buy |
16,602
+952
| +6% | +$83.9K | 0.29% | 107 |
|
|
2019
Q2 | $1.46M | Buy |
15,650
+424
| +3% | +$39.5K | 0.28% | 110 |
|
|
2019
Q1 | $1.41M | Buy |
15,226
+925
| +6% | +$85.8K | 0.29% | 108 |
|
|
2018
Q4 | $1.18M | Sell |
14,301
-315
| -2% | -$26K | 0.26% | 111 |
|
|
2018
Q3 | $1.55M | Buy |
14,616
+4,238
| +41% | +$451K | 0.33% | 98 |
|
|
2018
Q2 | $1.1M | Sell |
10,378
-3,665
| -26% | -$387K | 0.33% | 100 |
|
|
2018
Q1 | $1.35M | Buy |
14,043
+554
| +4% | +$53.2K | 0.3% | 105 |
|
|
2017
Q4 | $1.29M | Sell |
13,489
-169
| -1% | -$16.2K | 0.29% | 104 |
|
|
2017
Q3 | $1.29M | Sell |
13,658
-123
| -0.9% | -$11.6K | 0.3% | 105 |
|
|
2017
Q2 | $1.23M | Buy |
13,781
+738
| +6% | +$65.7K | 0.3% | 100 |
|
|
2017
Q1 | $1.12M | Buy |
13,043
+514
| +4% | +$44K | 0.29% | 102 |
|
|
2016
Q4 | $1.08M | Sell |
12,529
-105
| -0.8% | -$9.01K | 0.3% | 102 |
|
|
2016
Q3 | $986K | Sell |
12,634
-71
| -0.6% | -$5.54K | 0.28% | 103 |
|
|
2016
Q2 | $898K | Buy |
12,705
+574
| +5% | +$40.6K | 0.25% | 114 |
|
|
2016
Q1 | $824K | Buy |
12,131
+885
| +8% | +$60.1K | 0.22% | 114 |
|
|
2015
Q4 | $810K | Buy |
11,246
+3,993
| +55% | +$288K | 0.21% | 122 |
|
|
2015
Q3 | $505K | Buy |
7,253
+2,195
| +43% | +$153K | 0.13% | 149 |
|
|
2015
Q2 | $412K | Buy |
5,058
+1,117
| +28% | +$91K | 0.11% | 167 |
|
|
2015
Q1 | $312K | Buy |
+3,941
| New | +$312K | 0.08% | 196 |
|
|
2013
Q4 | – | Sell |
-746
| Closed | -$51K | – | 896 |
|
|
2013
Q3 | $51K | Buy |
746
+106
| +17% | +$7.25K | 0.03% | 294 |
|
|
2013
Q2 | $40K | Buy |
+640
| New | +$40K | 0.02% | 326 |
|