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.
| 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 |
| 2024 Q4 | ADDED | 159,919 | +23,538 | +17.3% | 2.35% | $7.2M | $43.04 |
| 2024 Q3 | ADDED | 136,381 | +1,690 | +1.3% | 2.08% | $6.4M | $44.26 |
| 2024 Q2 | ADDED | 134,691 | +41,655 | +44.8% | 2.10% | $6.1M | $42.05 |
| 2024 Q1 | ADDED | 93,036 | +298 | +0.3% | 1.47% | $4.2M | $41.97 |
| 2023 Q4 | REDUCED | 92,738 | -9,206 | -9.0% | 1.64% | $4.3M | $42.15 |
| 2023 Q3 | ADDED | 101,944 | +915 | +0.9% | 1.83% | $4.5M | $39.50 |
As of 2025 Q4 — sorted by position size