IQLT — ISHARES TR

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 (IQLT). 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.

Peak position
3.84% (2023 Q4)
Avg. % of fund
3.17%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 248,387 +326 +0.1% 3.30% $11.3M $45.45
2025 Q3 REDUCED 248,061 -1,271 -0.5% 3.25% $11.0M $43.76
2025 Q2 REDUCED 249,332 -27,597 -10.0% 3.35% $10.8M $42.79
2025 Q1 ADDED 276,929 +1,460 +0.5% 3.53% $11.0M $38.75
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IQLT price (monthly, adj. close)

Other funds also holding IQLT

As of 2025 Q4 — sorted by position size

Richard Bernstein Advisors LLC 3Y 7Y 17.03% Silver Coast Investments LLC 13.56% LIFE LINE WEALTH MANAGEMENT LLC 12.65% Valence8 US LP 3Y 12.43% BITTERROOT CAPITAL ADVISORS LLC 11.76% Cook Wealth, LLC 3Y 9.81% Longview Financial Advisors, Inc. 9.72% Altus Wealth Management, LLC 3Y 9.34% Koenig Investment Advisory, LLC 8.08% Carr Financial Group Corp 3Y 7.0%
← Back to REGIMEN WEALTH, LLC Holdings