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Regal Wealth Group’s iShares Russell 1000 ETF IWB Stock Holding History

Regal Wealth Group’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$2.6M Buy
10,081
+3
+0% +$735 1.6% 17
2023
Q3 		$2.37M Sell
10,078
-48
-0.5% -$11.8K 1.62% 16
2023
Q2 		$2.44M Sell
10,126
-4
-0% -$921 1.6% 16
2023
Q1 		$2.3M Sell
10,130
-38
-0.4% -$8.36K 1.64% 19
2022
Q4 		$2.14M Buy
10,168
+4
+0% +$847 1.57% 15
2022
Q3 		$2.06M Buy
10,164
+4
+0% +$877 1.59% 15
2022
Q2 		$2.11M Hold
10,160
– – 1.52% 16
2022
Q1 		$2.47M Sell
10,160
-64
-0.6% -$15.8K 1.54% 16
2021
Q4 		$2.7M Sell
10,224
-100
-1% -$25.7K 1.52% 16
2021
Q3 		$2.5M Sell
10,324
-30
-0.3% -$7.46K 1.5% 17
2021
Q2 		$2.51M Buy
10,354
+2
+0% +$471 1.48% 17
2021
Q1 		$2.32M Sell
10,352
-108
-1% -$23.6K 1.36% 16
2020
Q4 		$2.22M Sell
10,460
-392
-4% -$78.2K 1.35% 16
2020
Q3 		$2.03M Buy
10,852
+3
+0% +$554 1.58% 17
2020
Q2 		$1.86M Buy
10,849
+2
+0% +$324 1.54% 16
2020
Q1 		$1.53M Buy
10,847
+4
+0% +$676 1.5% 16
2019
Q4 		$1.94M Buy
10,843
+4
+0% +$683 1.25% 16
2019
Q3 		$1.78M Buy
10,839
+2
+0% +$328 1.22% 16
2019
Q2 		$1.76M Buy
10,837
+4
+0% +$640 1.22% 16
2019
Q1 		$1.7M Buy
10,833
+3
+0% +$454 1.23% 16
2018
Q4 		$1.5M Buy
10,830
+7
+0.1% +$1.05K 1.37% 16
2018
Q3 		$1.75M Buy
10,823
+3
+0% +$476 1.2% 17
2018
Q2 		$1.64M Sell
10,820
-334
-3% -$50.3K 1.75% 17
2018
Q1 		$1.64M Buy
11,154
+4
+0% +$608 1.26% 15
2017
Q4 		$1.66M Buy
11,150
+2
+0% +$290 1.17% 16
2017
Q3 		$1.56M Buy
11,148
+8
+0.1% +$1.1K 1.15% 16
2017
Q2 		$1.51M Hold
11,140
– – 1.17% 17
2017
Q1 		$1.46M Buy
11,140
+5
+0% +$648 1.12% 21
2016
Q4 		$1.39M Sell
11,135
-68
-0.6% -$8.27K 1.13% 22
2016
Q3 		$1.35M Buy
11,203
+11
+0.1% +$1.32K 1.23% 17
2016
Q2 		$1.31M Hold
11,192
– – 1.23% 16
2016
Q1 		$1.28M Buy
11,192
+7
+0.1% +$757 1.23% 16
2015
Q4 		$1.27M Buy
+11,185
New +$1.28M 1.25% 16

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Regal Wealth Group's IWB Position: Q4 2023 in Review

Regal Wealth Group increased its iShares Russell 1000 ETF (IWB) stake by 0.03% in Q4 2023, buying an estimated $735 and bringing the position to 10,081 shares worth $2.6M. The position accounts for 1.6% of the portfolio, ranked #17.

Regal Wealth Group first reported a position in IWB in Q4 2015 and has held it in 33 quarters since. The position peaked at $2.7M in Q4 2021. 1,212 funds tracked by Wall St. Rank hold IWB as of Q4 2023.

  • Regal Wealth Group held 10,081 shares of iShares Russell 1000 ETF worth $2.6M as of Q4 2023.
  • Regal Wealth Group bought 3 iShares Russell 1000 ETF shares in Q4 2023, an estimated $735.
  • iShares Russell 1000 ETF made up 1.6% of Regal Wealth Group's portfolio in Q4 2023, its #17 holding.
  • Regal Wealth Group first reported a position in iShares Russell 1000 ETF in Q4 2015 and has held it in 33 quarters since.
  • Regal Wealth Group's iShares Russell 1000 ETF position peaked at $2.7M in Q4 2021.
  • 1,212 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2023.

Based on Regal Wealth Group's 13F filing for Q4 2023, filed 23 Feb 2024.