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Regal Investment Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Regal Investment Advisors’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,306
Closed -$281K – 350
2018
Q3 		$281K Buy
+1,306
New +$278K 0.06% 251
2018
Q2 		– Sell
-1,481
Closed -$282K – 284
2018
Q1 		$282K Buy
+1,481
New +$284K 0.06% 238
2017
Q4 		– Sell
-1,226
Closed -$219K – 298
2017
Q3 		$219K Sell
1,226
-12,363
-91% -$2.1M 0.05% 254
2017
Q2 		$2.29M Buy
+13,589
New +$2.24M 0.57% 60
2016
Q4 		– Sell
-1,676
Closed -$250K – 263
2016
Q3 		$250K Sell
1,676
-384
-19% -$56K 0.07% 228
2016
Q2 		$283K Sell
2,060
-676
-25% -$91.2K 0.08% 206
2016
Q1 		$363K Buy
+2,736
New +$341K 0.1% 177
2015
Q4 		– Sell
-1,163
Closed -$155K – 580
2015
Q3 		$155K Sell
1,163
-401
-26% -$59.4K 0.04% 281
2015
Q2 		$241K Buy
1,564
+13
+0.8% +$1.99K 0.07% 220
2015
Q1 		$235K Buy
1,551
+975
+169% +$142K 0.06% 231
2014
Q4 		$82K Sell
576
-14
-2% -$1.89K 0.02% 336
2014
Q3 		$77K Sell
590
-3
-0.5% -$402 0.02% 349
2014
Q2 		$82K Sell
593
-88
-13% -$11.6K 0.03% 307
2014
Q1 		$93K Buy
681
+179
+36% +$24.5K 0.04% 270
2013
Q4 		$68K Buy
+502
New +$65.1K 0.04% 253

Other funds holding IWO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Regal Investment Advisors's IWO Position: Q4 2018 in Review

Regal Investment Advisors sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2018, closing a stake of 1,306 shares — an estimated $281K sold.

Regal Investment Advisors first reported a position in IWO in Q4 2013 and held it in 15 quarters. The position peaked at $2.29M in Q2 2017. 642 funds tracked by Wall St. Rank hold IWO as of Q4 2018.

  • Regal Investment Advisors reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2018 after selling out during the quarter.
  • Regal Investment Advisors sold 1,306 iShares Russell 2000 Growth ETF shares in Q4 2018, an estimated $281K.
  • Regal Investment Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2013 and held it in 15 quarters.
  • Regal Investment Advisors's iShares Russell 2000 Growth ETF position peaked at $2.29M in Q2 2017.
  • 642 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2018.

Based on Regal Investment Advisors's 13F filing for Q4 2018, filed 4 Feb 2019.