Regal Investment Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.43M | Buy |
5,713
+468
| +9% | +$199K | 0.18% | 137 |
|
|
2025
Q1 | $1.89M | Sell |
5,245
-1,650
| -24% | -$596K | 0.15% | 156 |
|
|
2024
Q4 | $2.77M | Buy |
6,895
+160
| +2% | +$64.3K | 0.21% | 125 |
|
|
2024
Q3 | $2.53M | Sell |
6,735
-856
| -11% | -$321K | 0.18% | 146 |
|
|
2024
Q2 | $2.77M | Buy |
7,591
+167
| +2% | +$60.9K | 0.18% | 142 |
|
|
2024
Q1 | $2.5M | Sell |
7,424
-51
| -0.7% | -$17.2K | 0.17% | 146 |
|
|
2023
Q4 | $2.27M | Buy |
7,475
+145
| +2% | +$44K | 0.17% | 143 |
|
|
2023
Q3 | $1.95M | Buy |
7,330
+505
| +7% | +$134K | 0.16% | 151 |
|
|
2023
Q2 | $1.88M | Sell |
6,825
-86
| -1% | -$23.7K | 0.16% | 151 |
|
|
2023
Q1 | $1.69M | Sell |
6,911
-224
| -3% | -$54.7K | 0.15% | 153 |
|
|
2022
Q4 | $1.53M | Sell |
7,135
-1,025
| -13% | -$220K | 0.15% | 146 |
|
|
2022
Q3 | $1.72M | Buy |
8,160
+96
| +1% | +$20.2K | 0.18% | 131 |
|
|
2022
Q2 | $1.76M | Buy |
8,064
+308
| +4% | +$67.4K | 0.18% | 123 |
|
|
2022
Q1 | $2.15M | Buy |
7,756
+752
| +11% | +$209K | 0.2% | 119 |
|
|
2021
Q4 | $2.14M | Buy |
7,004
+497
| +8% | +$152K | 0.19% | 123 |
|
|
2021
Q3 | $1.78M | Sell |
6,507
-541
| -8% | -$148K | 0.17% | 136 |
|
|
2021
Q2 | $1.91M | Buy |
7,048
+5,541
| +368% | +$1.5M | 0.19% | 128 |
|
|
2021
Q1 | $366K | Sell |
1,507
-24,839
| -94% | -$6.03M | 0.37% | 27 |
|
|
2020
Q4 | $6.35M | Buy |
26,346
+24,839
| +1,648% | +$5.99M | 0.72% | 33 |
|
|
2020
Q3 | $327K | Sell |
1,507
-30,256
| -95% | -$6.57M | 0.39% | 27 |
|
|
2020
Q2 | $6.1M | Buy |
31,763
+30,256
| +2,008% | +$5.81M | 1.12% | 21 |
|
|
2020
Q1 | $227K | Sell |
1,507
-29,761
| -95% | -$4.48M | 0.33% | 27 |
|
|
2019
Q4 | $5.5M | Buy |
31,268
+945
| +3% | +$166K | 0.99% | 24 |
|
|
2019
Q3 | $4.84M | Sell |
30,323
-3,679
| -11% | -$587K | 0.94% | 23 |
|
|
2019
Q2 | $5.35M | Buy |
34,002
+2,067
| +6% | +$325K | 1.04% | 23 |
|
|
2019
Q1 | $4.83M | Buy |
31,935
+852
| +3% | +$129K | 0.98% | 24 |
|
|
2018
Q4 | $4.07M | Sell |
31,083
-2,423
| -7% | -$317K | 0.89% | 26 |
|
|
2018
Q3 | $5.23M | Buy |
33,506
+14,009
| +72% | +$2.19M | 1.1% | 24 |
|
|
2018
Q2 | $2.8M | Sell |
19,497
-13,299
| -41% | -$1.91M | 0.85% | 31 |
|
|
2018
Q1 | $4.46M | Buy |
32,796
+6,837
| +26% | +$930K | 0.99% | 25 |
|
|
2017
Q4 | $3.5M | Buy |
25,959
+2,691
| +12% | +$362K | 0.78% | 33 |
|
|
2017
Q3 | $2.91M | Buy |
23,268
+1,551
| +7% | +$194K | 0.68% | 41 |
|
|
2017
Q2 | $2.59M | Buy |
21,717
+2,716
| +14% | +$323K | 0.64% | 46 |
|
|
2017
Q1 | $2.16M | Sell |
19,001
-578
| -3% | -$65.8K | 0.56% | 64 |
|
|
2016
Q4 | $2.05M | Sell |
19,579
-766
| -4% | -$80.4K | 0.57% | 67 |
|
|
2016
Q3 | $2.12M | Buy |
20,345
+239
| +1% | +$24.9K | 0.6% | 63 |
|
|
2016
Q2 | $2.02M | Sell |
20,106
-1,098
| -5% | -$110K | 0.55% | 73 |
|
|
2016
Q1 | $2.12M | Sell |
21,204
-1,387
| -6% | -$138K | 0.57% | 71 |
|
|
2015
Q4 | $2.25M | Sell |
22,591
-2,522
| -10% | -$251K | 0.58% | 67 |
|
|
2015
Q3 | $2.34M | Sell |
25,113
-532
| -2% | -$49.5K | 0.61% | 64 |
|
|
2015
Q2 | $2.54M | Sell |
25,645
-677
| -3% | -$67K | 0.69% | 56 |
|
|
2015
Q1 | $2.6M | Buy |
26,322
+51
| +0.2% | +$5.05K | 0.64% | 55 |
|
|
2014
Q4 | $2.51M | Sell |
26,271
-1,125
| -4% | -$108K | 0.67% | 52 |
|
|
2014
Q3 | $2.51M | Buy |
27,396
+337
| +1% | +$30.9K | 0.76% | 40 |
|
|
2014
Q2 | $2.46M | Sell |
27,059
-498
| -2% | -$45.3K | 0.88% | 25 |
|
|
2014
Q1 | $2.39M | Sell |
27,557
-3,731
| -12% | -$323K | 1.01% | 21 |
|
|
2013
Q4 | $2.69M | Sell |
31,288
-59
| -0.2% | -$5.07K | 1.54% | 7 |
|
|
2013
Q3 | $2.45M | Sell |
31,347
-148
| -0.5% | -$11.6K | 1.43% | 7 |
|
|
2013
Q2 | $2.29M | Buy |
+31,495
| New | +$2.29M | 1.26% | 14 |
|