IUSB — 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 (IUSB). 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
2.42% (2022 Q4)
Avg. % of fund
1.96%
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 132,525 +3,468 +2.7% 1.80% $6.2M $46.22
2025 Q3 ADDED 129,057 +2,637 +2.1% 1.79% $6.0M $45.75
2025 Q2 REDUCED 126,420 -32,417 -20.4% 1.81% $5.8M $44.80
2025 Q1 REDUCED 158,837 -1,082 -0.7% 2.35% $7.3M $44.18
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IUSB price (monthly, adj. close)

Other funds also holding IUSB

As of 2025 Q4 — sorted by position size

Mason & Associates, LLC 29.96% Stash Investments, LLC 17.63% MCMORGAN & CO LLC 3Y 7Y 12.46% LANDMARK WEALTH MANAGEMENT, INC. 11.73% ELEVATION WEALTH PARTNERS, LLC 11.06% ONE Advisory Partners, LLC 3Y 9.51% High Falls Advisors, Inc 3Y 7Y 8.95% Affinity Capital Advisors, LLC 3Y 8.93% MOULTON WEALTH MANAGEMENT, INC 3Y 8.83% GeoWealth Management, LLC 3Y 7.86%
← Back to REGIMEN WEALTH, LLC Holdings