A detailed history of Regal Investment Advisors LLC transactions in Russell Micro Cap ETF stock. As of the latest transaction made, Regal Investment Advisors LLC holds 22,910 shares of IWC stock, worth $3.1 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
22,910
Previous 22,399 2.28%
Holding current value
$3.1 Million
Previous $2.55 Million 10.65%
% of portfolio
0.2%
Previous 0.17%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$112.21 - $129.46 $57,339 - $66,154
511 Added 2.28%
22,910 $2.83 Million
Q2 2024

Aug 14, 2024

BUY
$109.35 - $119.81 $1,202 - $1,317
11 Added 0.05%
22,399 $2.55 Million
Q1 2024

May 15, 2024

BUY
$109.23 - $121.19 $31,458 - $34,902
288 Added 1.3%
22,388 $2.71 Million
Q4 2023

Feb 14, 2024

BUY
$90.78 - $118.63 $50,836 - $66,432
560 Added 2.6%
22,100 $2.56 Million
Q3 2023

Nov 13, 2023

SELL
$99.15 - $115.3 $20,920 - $24,328
-211 Reduced 0.97%
21,540 $2.16 Million
Q2 2023

Aug 11, 2023

BUY
$99.62 - $112.59 $142,456 - $161,003
1,430 Added 7.04%
21,751 $2.38 Million
Q1 2023

May 11, 2023

SELL
$100.59 - $121.88 $15,692 - $19,013
-156 Reduced 0.76%
20,321 $2.12 Million
Q4 2022

Mar 01, 2023

BUY
$103.28 - $114.29 $37,284 - $41,258
361 Added 1.79%
20,477 $2.21 Million
Q3 2022

Nov 15, 2022

BUY
$101.64 - $126.54 $110,381 - $137,422
1,086 Added 5.71%
20,116 $2.08 Million
Q2 2022

Aug 09, 2022

BUY
$103.11 - $130.99 $52,482 - $66,673
509 Added 2.75%
19,030 $1.98 Million
Q1 2022

May 09, 2022

BUY
$119.81 - $142.34 $71,406 - $84,834
596 Added 3.32%
18,521 $2.39 Million
Q4 2021

Feb 10, 2022

BUY
$134.03 - $156.72 $161,238 - $188,534
1,203 Added 7.19%
17,925 $2.51 Million
Q3 2021

Nov 05, 2021

BUY
$136.87 - $153.98 $162,190 - $182,466
1,185 Added 7.63%
16,722 $2.41 Million
Q2 2021

Aug 09, 2021

BUY
$136.95 - $157.3 $95,317 - $109,480
696 Added 4.69%
15,537 $2.37 Million
Q1 2021

May 12, 2021

SELL
$117.96 - $158.51 $253,142 - $340,162
-2,146 Reduced 12.63%
14,841 $2.18 Million
Q4 2020

Feb 12, 2021

SELL
$91.79 - $121.66 $71,963 - $95,381
-784 Reduced 4.41%
16,987 $2.02 Million
Q3 2020

Nov 13, 2020

SELL
$83.76 - $96.86 $30,153 - $34,869
-360 Reduced 1.99%
17,771 $1.61 Million
Q2 2020

Aug 03, 2020

BUY
$60.8 - $91.7 $68,825 - $103,804
1,132 Added 6.66%
18,131 $1.58 Million
Q1 2020

May 12, 2020

SELL
$57.05 - $101.1 $26,128 - $46,303
-458 Reduced 2.62%
16,999 $1.14 Million
Q4 2019

Jan 29, 2020

BUY
$85.32 - $100.3 $72,948 - $85,756
855 Added 5.15%
17,457 $1.74 Million
Q3 2019

Nov 15, 2019

BUY
$84.33 - $93.69 $80,282 - $89,192
952 Added 6.08%
16,602 $1.46 Million
Q2 2019

Jul 26, 2019

BUY
$88.17 - $96.98 $37,384 - $41,119
424 Added 2.78%
15,650 $1.46 Million
Q1 2019

May 09, 2019

BUY
$82.53 - $97.19 $76,340 - $89,900
925 Added 6.47%
15,226 $1.41 Million
Q4 2018

Feb 04, 2019

SELL
$77.77 - $104.35 $24,497 - $32,870
-315 Reduced 2.16%
14,301 $1.18 Million
Q3 2018

Nov 05, 2018

BUY
$104.28 - $109.91 $441,938 - $465,798
4,238 Added 40.84%
14,616 $1.55 Million
Q2 2018

Aug 10, 2018

SELL
$93.79 - $109.42 $343,740 - $401,024
-3,665 Reduced 26.1%
10,378 $1.1 Million
Q1 2018

Apr 25, 2018

BUY
$91.66 - $101.35 $50,779 - $56,147
554 Added 4.11%
14,043 $1.35 Million
Q4 2017

Feb 06, 2018

SELL
$91.15 - $96.84 $15,404 - $16,365
-169 Reduced 1.24%
13,489 $1.29 Million
Q3 2017

Nov 08, 2017

BUY
$91.57 - $94.45 $1.25 Million - $1.29 Million
13,658
13,658 $1.29 Million

Others Institutions Holding IWC

About RUSSELL MICRO CAP ETF


  • Ticker IWC
  • Sector ETFs
  • Industry ETFs
More about IWC
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