Regal Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.44M | Buy |
5,809
+365
| +7% | +$94.2K | 0.08% | 234 |
|
|
2025
Q4 | $1.34M | Buy |
5,444
+471
| +9% | +$116K | 0.08% | 237 |
|
|
2025
Q3 | $1.2M | Buy |
4,973
+165
| +3% | +$37.9K | 0.08% | 232 |
|
|
2025
Q2 | $1.04M | Sell |
4,808
-364
| -7% | -$73.3K | 0.08% | 228 |
|
|
2025
Q1 | $1.03M | Sell |
5,172
-1,599
| -24% | -$347K | 0.08% | 218 |
|
|
2024
Q4 | $1.5M | Sell |
6,771
-5,783
| -46% | -$1.32M | 0.11% | 192 |
|
|
2024
Q3 | $2.77M | Sell |
12,554
-932
| -7% | -$199K | 0.19% | 133 |
|
|
2024
Q2 | $2.74M | Buy |
13,486
+794
| +6% | +$160K | 0.18% | 145 |
|
|
2024
Q1 | $2.67M | Buy |
12,692
+1,318
| +12% | +$263K | 0.18% | 145 |
|
|
2023
Q4 | $2.28M | Buy |
11,374
+1,595
| +16% | +$286K | 0.17% | 142 |
|
|
2023
Q3 | $1.73M | Sell |
9,779
-2,217
| -18% | -$416K | 0.15% | 162 |
|
|
2023
Q2 | $2.25M | Buy |
11,996
+2,655
| +28% | +$473K | 0.19% | 130 |
|
|
2023
Q1 | $1.67M | Sell |
9,341
-442
| -5% | -$81.4K | 0.15% | 158 |
|
|
2022
Q4 | $1.71M | Sell |
9,783
-1,191
| -11% | -$212K | 0.17% | 137 |
|
|
2022
Q3 | $1.81M | Sell |
10,974
-1,340
| -11% | -$244K | 0.19% | 123 |
|
|
2022
Q2 | $2.08M | Sell |
12,314
-3,882
| -24% | -$716K | 0.22% | 115 |
|
|
2022
Q1 | $3.33M | Buy |
16,196
+140
| +0.9% | +$28.6K | 0.31% | 86 |
|
|
2021
Q4 | $3.57M | Buy |
16,056
+1,520
| +10% | +$343K | 0.32% | 83 |
|
|
2021
Q3 | $3.18M | Buy |
14,536
+523
| +4% | +$116K | 0.31% | 83 |
|
|
2021
Q2 | $3.21M | Buy |
+14,013
| New | +$3.15M | 0.32% | 80 |
|
|
2021
Q1 | – | Sell |
-11,693
| Closed | -$2.29M | – | 231 |
|
|
2020
Q4 | $2.29M | Buy |
+11,693
| New | +$2.05M | 0.26% | 100 |
|
|
2020
Q3 | – | Sell |
-12,242
| Closed | -$1.75M | – | 132 |
|
|
2020
Q2 | $1.75M | Buy |
+12,242
| New | +$1.61M | 0.32% | 77 |
|
|
2020
Q1 | – | Sell |
-8,516
| Closed | -$1.41M | – | 174 |
|
|
2019
Q4 | $1.41M | Buy |
8,516
+716
| +9% | +$113K | 0.25% | 118 |
|
|
2019
Q3 | $1.18M | Buy |
7,800
+405
| +5% | +$61.8K | 0.23% | 124 |
|
|
2019
Q2 | $1.15M | Buy |
7,395
+383
| +5% | +$59K | 0.22% | 126 |
|
|
2019
Q1 | $1.07M | Buy |
7,012
+340
| +5% | +$51.1K | 0.22% | 124 |
|
|
2018
Q4 | $893K | Sell |
6,672
-8,222
| -55% | -$1.23M | 0.2% | 136 |
|
|
2018
Q3 | $2.51M | Buy |
14,894
+9,413
| +172% | +$1.59M | 0.53% | 49 |
|
|
2018
Q2 | $898K | Sell |
5,481
-2,672
| -33% | -$427K | 0.27% | 116 |
|
|
2018
Q1 | $1.24M | Buy |
8,153
+1,968
| +32% | +$304K | 0.27% | 111 |
|
|
2017
Q4 | $943K | Buy |
6,185
+369
| +6% | +$55.4K | 0.21% | 125 |
|
|
2017
Q3 | $862K | Buy |
5,816
+79
| +1% | +$11.1K | 0.2% | 128 |
|
|
2017
Q2 | $808K | Sell |
5,737
-392
| -6% | -$54.3K | 0.2% | 128 |
|
|
2017
Q1 | $843K | Sell |
6,129
-3,238
| -35% | -$442K | 0.22% | 121 |
|
|
2016
Q4 | $1.26M | Sell |
9,367
-14
| -0.1% | -$1.79K | 0.35% | 91 |
|
|
2016
Q3 | $1.17M | Sell |
9,381
-21,127
| -69% | -$2.57M | 0.33% | 94 |
|
|
2016
Q2 | $3.51M | Sell |
30,508
-3,059
| -9% | -$345K | 0.96% | 25 |
|
|
2016
Q1 | $3.71M | Sell |
33,567
-1,032
| -3% | -$107K | 1.01% | 26 |
|
|
2015
Q4 | $3.9M | Buy |
34,599
+86
| +0.2% | +$9.92K | 1.01% | 17 |
|
|
2015
Q3 | $3.77M | Sell |
34,513
-10,274
| -23% | -$1.22M | 0.98% | 17 |
|
|
2015
Q2 | $5.59M | Buy |
44,787
+8,828
| +25% | +$1.1M | 1.51% | 6 |
|
|
2015
Q1 | $4.47M | Sell |
35,959
-210
| -0.6% | -$25.3K | 1.1% | 13 |
|
|
2014
Q4 | $4.33M | Buy |
36,169
+2,511
| +7% | +$287K | 1.16% | 12 |
|
|
2014
Q3 | $3.68M | Buy |
33,658
+18,362
| +120% | +$2.1M | 1.11% | 12 |
|
|
2014
Q2 | $1.82M | Sell |
15,296
-8,135
| -35% | -$924K | 0.65% | 57 |
|
|
2014
Q1 | $2.73M | Buy |
23,431
+22,530
| +2,501% | +$2.6M | 1.15% | 10 |
|
|
2013
Q4 | $104K | Buy |
901
+399
| +79% | +$44.1K | 0.06% | 204 |
|
|
2013
Q3 | $54K | Sell |
502
-48,901
| -99% | -$5.06M | 0.03% | 289 |
|
|
2013
Q2 | $4.79M | Buy |
+49,403
| New | +$4.72M | 2.65% | 1 |
|
Other funds holding IWM
Regal Investment Advisors's IWM Position: Q1 2026 in Review
Regal Investment Advisors increased its iShares Russell 2000 ETF (IWM) stake by 6.7% in Q1 2026, buying an estimated $94.2K and bringing the position to 5,809 shares worth $1.44M. The position accounts for 0.08% of the portfolio, ranked #234.
Regal Investment Advisors first reported a position in IWM in Q2 2013 and has held it in 49 quarters since. The position peaked at $5.59M in Q2 2015. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.
- Regal Investment Advisors held 5,809 shares of iShares Russell 2000 ETF worth $1.44M as of Q1 2026.
- Regal Investment Advisors bought 365 iShares Russell 2000 ETF shares in Q1 2026, an estimated $94.2K.
- iShares Russell 2000 ETF made up 0.08% of Regal Investment Advisors's portfolio in Q1 2026, its #234 holding.
- Regal Investment Advisors first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 49 quarters since.
- Regal Investment Advisors's iShares Russell 2000 ETF position peaked at $5.59M in Q2 2015.
- 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.
Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.