Ownership history in REGIMEN WEALTH, LLC · 7 quarters on record
This page tracks every 13F SEC filing in which REGIMEN WEALTH, LLC reported a position in ISHARES TR (IVE). 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 | 12,394 | +61 | +0.5% | 0.77% | $2.6M | $211.29 |
| 2025 Q3 | ADDED | 12,333 | +81 | +0.7% | 0.76% | $2.5M | $204.79 |
| 2025 Q2 | ADDED | 12,252 | +4,560 | +59.3% | 0.74% | $2.4M | $192.97 |
| 2025 Q1 | REDUCED | 7,692 | -69 | -0.9% | 0.47% | $1.5M | $187.40 |
| 2024 Q4 | UNCHANGED | 7,761 | — | 0% | 0.48% | $1.5M | $186.96 |
| 2024 Q3 | ADDED | 7,761 | +32 | +0.4% | 0.50% | $1.5M | $192.07 |
| 2024 Q2 | INITIATED | 7,729 | — | — | 0.48% | $1.4M | — |
As of 2025 Q4 — sorted by position size