iShares Russell 1000 Value Index shares owned by Regimen Wealth
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Regimen Wealth
from 13F filings
Historical chart of Regimen Wealth investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Regimen Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $894k | 4.4k | 203.58 |
| 2025-06-30 | $852k | 4.4k | 194.24 |
| 2025-03-31 | $846k | 4.5k | 188.16 |
| 2024-12-31 | $864k | 4.7k | 185.12 |
| 2024-09-30 | $859k | 4.5k | 189.81 |
| 2024-06-30 | $791k | 4.5k | 174.46 |
| 2024-03-31 | $935k | 5.2k | 179.09 |
| 2023-12-31 | $833k | 5.0k | 165.24 |
| 2023-09-30 | $758k | 5.0k | 151.83 |
| 2023-06-30 | $830k | 5.3k | 157.84 |
| 2023-03-31 | $1.1M | 8.4k | 125.25 |
| 2022-12-31 | $1.2M | 8.0k | 151.61 |
Top funds holding iShares Russell 1000 Value Index
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