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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
2024-09-30 $1.5M 7.8k 197.18
2024-06-30 $1.4M 7.7k 181.99

More positions owned by Regimen Wealth

Ishares Tr Core High Dv Etf (HDV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr National Mun Etf (MUB)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Core Us Aggbd Et (AGG)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Ishares Tr Msci Intl Qualty (IQLT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Msci Emrg Chn (EMXC)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Regimen Wealth

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Envestnet Asset Management
Bank of America Corporation
Wells Fargo & Company
LPL Financial
UBS Group
Stifel Financial
Goldman Sachs Group
Ameriprise Financial
Pnc Financial Services
Envestnet Portfolio Solutions
Us Bancorp
Cetera Investment Advisers
CWM
Royal Bank of Canada

View all funds holding iShares S&P 500 Value Index