IVW — ISHARES TR

Ownership history in REGIMEN WEALTH, LLC  ·  10 quarters on record

This page tracks every 13F SEC filing in which REGIMEN WEALTH, LLC reported a position in ISHARES TR (IVW). 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
0.94% (2024 Q4)
Avg. % of fund
0.65%
First filed
2023 Q3
Last filed
2025 Q4
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 25,344 -189 -0.7% 0.91% $3.1M $123.26
2025 Q3 ADDED 25,533 +44 +0.2% 0.91% $3.1M $120.59
2025 Q2 REDUCED 25,489 -2,446 -8.8% 0.87% $2.8M $109.86
2025 Q1 REDUCED 27,935 -506 -1.8% 0.83% $2.6M $92.52
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IVW price (monthly, adj. close)

Other funds also holding IVW

As of 2025 Q4 — sorted by position size

Stegner Investment Associates Inc. 3Y 40.58% Foundation Wealth Management, LLC 3Y 27.31% ENCOMPASS WEALTH ADVISORS, LLC 3Y 15.68% hemming& Wealth Management, Inc. 15.49% LVZ, Inc. 3Y 7Y 14.05% FINANCIAL LIFE ADVISORS 3Y 7Y 13.52% INSTRUMENTAL WEALTH, LLC 13.37% Coastline Complete Wealth LLC 13.08% SOFI WEALTH, LLC 3Y 12.93% Gallagher Capital Advisors, LLC 12.77%
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