Regal Investment Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

Regal Investment Advisors’s Portfolio IWN Stock Details IWN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-2,320	Closed	-$306K	–	232
2020 Q4	$306K	Buy	+2,320	New	+$274K	0.03%	358
2020 Q3	–	Sell	-4,605	Closed	-$449K	–	133
2020 Q2	$449K	Buy	+4,605	New	+$419K	0.08%	189
2016 Q4	–	Sell	-3,382	Closed	-$354K	–	262
2016 Q3	$354K	Sell	3,382 -169	-5%	-$17.3K	0.1%	184
2016 Q2	$345K	Buy	3,551 +647	+22%	+$61.6K	0.09%	184
2016 Q1	$271K	Buy	+2,904	New	+$252K	0.07%	211
2015 Q4	–	Sell	-257	Closed	-$23K	–	579
2015 Q3	$23K	Hold	257	–	–	0.01%	537
2015 Q2	$26K	Sell	257 -250	-49%	-$25.7K	0.01%	518
2015 Q1	$52K	Buy	+507	New	+$51.2K	0.01%	423
2014 Q2	–	Sell	-26	Closed	-$3K	–	927
2014 Q1	$3K	Buy	+26	New	+$2.56K	﹤0.01%	793

Other funds holding IWN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Regal Investment Advisors's IWN Position: Q1 2021 in Review

Regal Investment Advisors sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2021, closing a stake of 2,320 shares — an estimated $306K sold.

Regal Investment Advisors first reported a position in IWN in Q1 2014 and held it in 9 quarters. The position peaked at $449K in Q2 2020. 835 funds tracked by Wall St. Rank hold IWN as of Q1 2021.

Regal Investment Advisors reported no remaining iShares Russell 2000 Value ETF position as of Q1 2021 after selling out during the quarter.
Regal Investment Advisors sold 2,320 iShares Russell 2000 Value ETF shares in Q1 2021, an estimated $306K.
Regal Investment Advisors first reported a position in iShares Russell 2000 Value ETF in Q1 2014 and held it in 9 quarters.
Regal Investment Advisors's iShares Russell 2000 Value ETF position peaked at $449K in Q2 2020.
835 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2021.

Based on Regal Investment Advisors's 13F filing for Q1 2021, filed 12 May 2021.