ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Regal Investment Advisors LLC's Holding History (CIK: 0001559789)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 5,444 Value ($000) $1,340 Avg Close Range
Q3 2025
Shares 4,973 Value ($000) $1,203 Avg Close Range
Q2 2025
Shares 4,808 Value ($000) $1,037 Avg Close Range
Q1 2025
Shares 5,172 Value ($000) $1,032 Avg Close Range
Q4 2024
Shares 6,771 Value ($000) $1,496 Avg Close Range
Q3 2024
Shares 12,554 Value ($000) $2,773 Avg Close Range
Q2 2024
Shares 13,486 Value ($000) $2,736 Avg Close Range
Q1 2024
Shares 12,692 Value ($000) $2,669 Avg Close Range
Q4 2023
Shares 11,374 Value ($000) $2,283 Avg Close Range
Q3 2023
Shares 9,779 Value ($000) $1,728 Avg Close Range
Q2 2023
Shares 11,996 Value ($000) $2,247 Avg Close Range
Q1 2023
Shares 9,341 Value ($000) $1,666 Avg Close Range
Q4 2022
Shares 9,783 Value ($000) $1,706 Avg Close Range
Q3 2022
Shares 10,974 Value ($000) $1,810 Avg Close Range
Q2 2022
Shares 12,314 Value ($000) $2,085 Avg Close Range
Q1 2022
Shares 16,196 Value ($000) $3,325 Avg Close Range
Q4 2021
Shares 16,056 Value ($000) $3,572 Avg Close Range
Q3 2021
Shares 14,536 Value ($000) $3,180 Avg Close Range
Q2 2021
Shares 14,013 Value ($000) $3,214 Avg Close Range
Q4 2020
Shares 11,693 Value ($000) $2,293 Avg Close Range
Q2 2020
Shares 12,242 Value ($000) $1,753 Avg Close Range
Q4 2019
Shares 8,516 Value ($000) $1,411 Avg Close Range
Q3 2019
Shares 7,800 Value ($000) $1,180 Avg Close Range
Q2 2019
Shares 7,395 Value ($000) $1,150 Avg Close Range
Q1 2019
Shares 7,012 Value ($000) $1,074 Avg Close Range
Q4 2018
Shares 6,672 Value ($000) $893 Avg Close Range
Q3 2018
Shares 14,894 Value ($000) $2,510 Avg Close Range
Q2 2018
Shares 5,481 Value ($000) $898 Avg Close Range
Q1 2018
Shares 8,153 Value ($000) $1,238 Avg Close Range
Q4 2017
Shares 6,185 Value ($000) $943 Avg Close Range
Q3 2017
Shares 5,816 Value ($000) $862 Avg Close Range
Q2 2017
Shares 5,737 Value ($000) $808 Avg Close Range
Q1 2017
Shares 6,129 Value ($000) $843 Avg Close Range
Q4 2016
Shares 9,367 Value ($000) $1,263 Avg Close Range
Q3 2016
Shares 9,381 Value ($000) $1,165 Avg Close Range
Q2 2016
Shares 30,508 Value ($000) $3,508 Avg Close Range
Q1 2016
Shares 33,567 Value ($000) $3,714 Avg Close Range
Q4 2015
Shares 34,599 Value ($000) $3,896 Avg Close Range
Q3 2015
Shares 34,513 Value ($000) $3,768 Avg Close Range
Q2 2015
Shares 44,787 Value ($000) $5,592 Avg Close Range
Q1 2015
Shares 35,959 Value ($000) $4,472 Avg Close Range
Q4 2014
Shares 36,169 Value ($000) $4,327 Avg Close Range
Q3 2014
Shares 33,658 Value ($000) $3,681 Avg Close Range
Q2 2014
Shares 15,296 Value ($000) $1,817 Avg Close Range
Q1 2014
Shares 23,431 Value ($000) $2,726 Avg Close Range
Q4 2013
Shares 901 Value ($000) $104 Avg Close Range
Q3 2013
Shares 502 Value ($000) $54 Avg Close Range
Q2 2013
Shares 49,403 Value ($000) $4,792 Avg Close Range