iShares S&P 500 Index shares owned by Regimen Wealth
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Regimen Wealth
from 13F filings
Historical chart of Regimen Wealth investment in iShares S&P 500 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Index held by Regimen Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Index by Regimen Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $8.5M | 16k | 547.17 |
| 2024-03-31 | $12M | 23k | 525.74 |
| 2023-12-31 | $11M | 23k | 477.62 |
| 2023-09-30 | $8.9M | 21k | 429.43 |
| 2023-06-30 | $7.8M | 18k | 445.72 |
| 2023-03-31 | $6.9M | 17k | 418.08 |
| 2022-12-31 | $6.1M | 16k | 383.65 |