Ownership history in REGIMEN WEALTH, LLC · 13 quarters on record
This page tracks every 13F SEC filing in which REGIMEN WEALTH, LLC reported a position in ISHARES TR (EFV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 47,047 | +1,024 | +2.2% | 0.98% | $3.4M | $71.41 |
| 2025 Q3 | ADDED | 46,023 | +127 | +0.3% | 0.93% | $3.1M | $66.32 |
| 2025 Q2 | ADDED | 45,896 | +5,236 | +12.9% | 0.90% | $2.9M | $62.07 |
| 2025 Q1 | REDUCED | 40,660 | -936 | -2.3% | 0.77% | $2.4M | $56.40 |
| 2024 Q4 | ADDED | 41,596 | +16,117 | +63.3% | 0.71% | $2.2M | $50.21 |
| 2024 Q3 | REDUCED | 25,479 | -139 | -0.5% | 0.47% | $1.5M | $54.12 |
| 2024 Q2 | REDUCED | 25,618 | -14,185 | -35.6% | 0.47% | $1.4M | $49.90 |
| 2024 Q1 | REDUCED | 39,803 | -242 | -0.6% | 0.75% | $2.2M | $49.76 |
| 2023 Q4 | REDUCED | 40,045 | -4,713 | -10.5% | 0.80% | $2.1M | $47.66 |
| 2023 Q3 | ADDED | 44,758 | +14,566 | +48.2% | 0.90% | $2.2M | $43.94 |
As of 2025 Q4 — sorted by position size