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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Sell |
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|
2025
Q1 | $1.03M | Sell |
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|
2024
Q4 | $1.5M | Sell |
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|
2024
Q3 | $2.77M | Sell |
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|
2024
Q2 | $2.74M | Buy |
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|
2024
Q1 | $2.67M | Buy |
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|
2023
Q4 | $2.28M | Buy |
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|
2023
Q3 | $1.73M | Sell |
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|
2023
Q2 | $2.25M | Buy |
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|
2023
Q1 | $1.67M | Sell |
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|
2022
Q4 | $1.71M | Sell |
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|
2022
Q3 | $1.81M | Sell |
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|
2022
Q2 | $2.08M | Sell |
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|
2022
Q1 | $3.33M | Buy |
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|
2021
Q4 | $3.57M | Buy |
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|
2021
Q3 | $3.18M | Buy |
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|
2021
Q2 | $3.21M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $2.29M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $1.75M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.41M | Buy |
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|
2019
Q3 | $1.18M | Buy |
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|
2019
Q2 | $1.15M | Buy |
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|
2019
Q1 | $1.07M | Buy |
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|
2018
Q4 | $893K | Sell |
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|
2018
Q3 | $2.51M | Buy |
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|
2018
Q2 | $898K | Sell |
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|
2018
Q1 | $1.24M | Buy |
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|
2017
Q4 | $943K | Buy |
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|
2017
Q3 | $862K | Buy |
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|
2017
Q2 | $808K | Sell |
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|
2017
Q1 | $843K | Sell |
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|
2016
Q4 | $1.26M | Sell |
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|
2016
Q3 | $1.17M | Sell |
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|
2016
Q2 | $3.51M | Sell |
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|
2016
Q1 | $3.71M | Sell |
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|
2015
Q4 | $3.9M | Buy |
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|
2015
Q3 | $3.77M | Sell |
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|
2015
Q2 | $5.59M | Buy |
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|
2015
Q1 | $4.47M | Sell |
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|
2014
Q4 | $4.33M | Buy |
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|
2014
Q3 | $3.68M | Buy |
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|
2014
Q2 | $1.82M | Sell |
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|
2014
Q1 | $2.73M | Buy |
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|
2013
Q4 | $104K | Buy |
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|
2013
Q3 | $54K | Sell |
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|
2013
Q2 | $4.79M | Buy |
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