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Regal Investment Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Regal Investment Advisors’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,477
Closed -$255K – 351
2018
Q3 		$255K Buy
+1,477
New +$250K 0.05% 265
2018
Q2 		– Sell
-1,388
Closed -$217K – 285
2018
Q1 		$217K Hold
1,388
– – 0.05% 280
2017
Q4 		$219K Buy
+1,388
New +$214K 0.05% 263
2016
Q1 		– Sell
-33,118
Closed -$3.98M – 270
2015
Q4 		$3.98M Buy
33,118
+15,000
+83% +$1.82M 1.03% 16
2015
Q3 		$2.06M Buy
18,118
+582
+3% +$70.5K 0.54% 71
2015
Q2 		$2.17M Buy
17,536
+14,343
+449% +$1.81M 0.59% 64
2015
Q1 		$395K Buy
3,193
+94
+3% +$11.6K 0.1% 175
2014
Q4 		$379K Buy
3,099
+903
+41% +$108K 0.1% 167
2014
Q3 		$256K Sell
2,196
-991
-31% -$117K 0.08% 203
2014
Q2 		$375K Sell
3,187
-18,107
-85% -$2.06M 0.13% 153
2014
Q1 		$2.39M Buy
21,294
+10,981
+106% +$1.21M 1.01% 20
2013
Q4 		$1.14M Buy
10,313
+10,245
+15,066% +$1.09M 0.65% 65
2013
Q3 		$7K Buy
+68
New +$6.81K ﹤0.01% 663

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
SIM
Strategic Investment Management Arlington, Virginia $291M AUM 20.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Regal Investment Advisors sold out of iShares Russell 3000 ETF (IWV) in Q4 2018, closing a stake of 1,477 shares — an estimated $255K sold.

Regal Investment Advisors first reported a position in IWV in Q3 2013 and held it in 13 quarters. The position peaked at $3.98M in Q4 2015. 465 funds tracked by Wall St. Rank hold IWV as of Q4 2018.

  • Regal Investment Advisors reported no remaining iShares Russell 3000 ETF position as of Q4 2018 after selling out during the quarter.
  • Regal Investment Advisors sold 1,477 iShares Russell 3000 ETF shares in Q4 2018, an estimated $255K.
  • Regal Investment Advisors first reported a position in iShares Russell 3000 ETF in Q3 2013 and held it in 13 quarters.
  • Regal Investment Advisors's iShares Russell 3000 ETF position peaked at $3.98M in Q4 2015.
  • 465 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2018.

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