Regal Investment Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,123
| Closed | -$276K | – | 477 |
|
|
2024
Q4 | $276K | Sell |
3,123
-16,805
| -84% | -$1.49M | 0.02% | 424 |
|
|
2024
Q3 | $1.76M | Buy |
19,928
+1,588
| +9% | +$140K | 0.12% | 185 |
|
|
2024
Q2 | $1.49M | Buy |
18,340
+3,133
| +21% | +$254K | 0.1% | 210 |
|
|
2024
Q1 | $1.28M | Buy |
15,207
+3,442
| +29% | +$289K | 0.09% | 220 |
|
|
2023
Q4 | $915K | Buy |
11,765
+2,937
| +33% | +$228K | 0.07% | 237 |
|
|
2023
Q3 | $611K | Buy |
8,828
+2,354
| +36% | +$163K | 0.05% | 261 |
|
|
2023
Q2 | $473K | Buy |
+6,474
| New | +$473K | 0.04% | 306 |
|
|
2015
Q4 | – | Sell |
-80
| Closed | -$3K | – | 582 |
|
|
2015
Q3 | $3K | Buy |
+80
| New | +$3K | ﹤0.01% | 889 |
|
|
2014
Q2 | – | Sell |
-1,112
| Closed | -$43K | – | 928 |
|
|
2014
Q1 | $43K | Sell |
1,112
-120
| -10% | -$4.64K | 0.02% | 364 |
|
|
2013
Q4 | $46K | Buy |
+1,232
| New | +$46K | 0.03% | 299 |
|