iShares S&P 500 Value Index shares owned by Regimen Wealth
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Regimen Wealth
from 13F filings
Historical chart of Regimen Wealth investment in iShares S&P 500 Value Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Value Index held by Regimen Wealth consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Value Index by Regimen Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5M | 12k | 206.46 |
| 2025-06-30 | $2.4M | 12k | 195.42 |
| 2025-03-31 | $1.5M | 7.7k | 190.58 |
| 2024-12-31 | $1.5M | 7.8k | 190.71 |
| 2024-09-30 | $1.5M | 7.8k | 197.18 |
| 2024-06-30 | $1.4M | 7.7k | 181.99 |