Regal Wealth Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $28.4M | Sell |
386,372
-12,068
| -3% | -$853K | 17.54% | 1 |
|
|
2023
Q3 | $26.5M | Sell |
398,440
-10,624
| -3% | -$734K | 18.09% | 1 |
|
|
2023
Q2 | $27.8M | Buy |
409,064
+11,328
| +3% | +$720K | 18.26% | 1 |
|
|
2023
Q1 | $24.4M | Sell |
397,736
-10,776
| -3% | -$621K | 17.32% | 1 |
|
|
2022
Q4 | $21.9M | Buy |
408,512
+6,016
| +1% | +$331K | 16.07% | 2 |
|
|
2022
Q3 | $21.6M | Buy |
402,496
+17,444
| +5% | +$1.03M | 16.66% | 2 |
|
|
2022
Q2 | $21.1M | Sell |
385,052
-292
| -0.1% | -$17.5K | 15.2% | 2 |
|
|
2022
Q1 | $25.4M | Buy |
385,344
+4,912
| +1% | +$335K | 15.83% | 2 |
|
|
2021
Q4 | $29.1M | Buy |
380,432
+63,064
| +20% | +$4.68M | 16.38% | 1 |
|
|
2021
Q3 | $21.7M | Sell |
317,368
-7,012
| -2% | -$496K | 13.06% | 2 |
|
|
2021
Q2 | $22M | Sell |
324,380
-63,420
| -16% | -$4.09M | 13.01% | 2 |
|
|
2021
Q1 | $23.6M | Sell |
387,800
-4,984
| -1% | -$303K | 13.85% | 2 |
|
|
2020
Q4 | $23.7M | Buy |
392,784
+29,588
| +8% | +$1.68M | 14.44% | 1 |
|
|
2020
Q3 | $19.7M | Sell |
363,196
-16,192
| -4% | -$853K | 15.34% | 1 |
|
|
2020
Q2 | $18.2M | Sell |
379,388
-6,924
| -2% | -$305K | 15.03% | 1 |
|
|
2020
Q1 | $14.6M | Sell |
386,312
-101,772
| -21% | -$4.39M | 14.25% | 1 |
|
|
2019
Q4 | $21.5M | Buy |
488,084
+1,712
| +0.4% | +$71.5K | 13.89% | 1 |
|
|
2019
Q3 | $19.4M | Buy |
486,372
+405,776
| +503% | +$16.3M | 13.33% | 1 |
|
|
2019
Q2 | $3.17M | Sell |
80,596
-2,200
| -3% | -$85.1K | 2.2% | 14 |
|
|
2019
Q1 | $3.13M | Sell |
82,796
-316
| -0.4% | -$11.4K | 2.25% | 14 |
|
|
2018
Q4 | $2.72M | Sell |
83,112
-1,800
| -2% | -$63.5K | 2.48% | 13 |
|
|
2018
Q3 | $3.31M | Sell |
84,912
-2,152
| -2% | -$81.5K | 2.27% | 15 |
|
|
2018
Q2 | $3.13M | Sell |
87,064
-1,960
| -2% | -$69.2K | 3.33% | 10 |
|
|
2018
Q1 | $3.03M | Sell |
89,024
-192
| -0.2% | -$6.73K | 2.34% | 13 |
|
|
2017
Q4 | $3M | Sell |
89,216
-2,780
| -3% | -$91.1K | 2.12% | 14 |
|
|
2017
Q3 | $2.88M | Buy |
91,996
+284
| +0.3% | +$8.69K | 2.12% | 14 |
|
|
2017
Q2 | $2.73M | Sell |
91,712
-560
| -0.6% | -$16.4K | 2.12% | 14 |
|
|
2017
Q1 | $2.63M | Buy |
92,272
+12
| +0% | +$333 | 2% | 18 |
|
|
2016
Q4 | $2.42M | Buy |
92,260
+1,380
| +2% | +$35.8K | 1.97% | 19 |
|
|
2016
Q3 | $2.37M | Buy |
90,880
+1,608
| +2% | +$41.8K | 2.15% | 13 |
|
|
2016
Q2 | $2.24M | Sell |
89,272
-568
| -0.6% | -$14.2K | 2.11% | 14 |
|
|
2016
Q1 | $2.24M | Sell |
89,840
-1,288
| -1% | -$30.4K | 2.16% | 13 |
|
|
2015
Q4 | $2.27M | Buy |
+91,128
| New | +$2.27M | 2.24% | 13 |
|
Other funds holding IWF
Regal Wealth Group's IWF Position: Q4 2023 in Review
Regal Wealth Group reduced its iShares Russell 1000 Growth ETF (IWF) stake by 3% in Q4 2023, selling an estimated $853K and leaving 386,372 shares worth $28.4M. The position accounts for 17.54% of the portfolio, ranked #1.
Regal Wealth Group first reported a position in IWF in Q4 2015 and has held it in 33 quarters since. The position peaked at $29.1M in Q4 2021. 1,958 funds tracked by Wall St. Rank hold IWF as of Q4 2023.
- Regal Wealth Group held 386,372 shares of iShares Russell 1000 Growth ETF worth $28.4M as of Q4 2023.
- Regal Wealth Group sold 12,068 iShares Russell 1000 Growth ETF shares in Q4 2023, an estimated $853K.
- iShares Russell 1000 Growth ETF made up 17.54% of Regal Wealth Group's portfolio in Q4 2023, its #1 holding.
- Regal Wealth Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2015 and has held it in 33 quarters since.
- Regal Wealth Group's iShares Russell 1000 Growth ETF position peaked at $29.1M in Q4 2021.
- 1,958 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2023.
Based on Regal Wealth Group's 13F filing for Q4 2023, filed 23 Feb 2024.