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Regimen Wealth’s iShares Core S&P 500 ETF IVV Stock Holding History

Regimen Wealth’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.64M Sell
3,518
-68
-2% -$49.5K 0.71% 22
2026
Q1 		$2.34M Sell
3,586
-923
-20% -$630K 0.68% 22
2025
Q4 		$3.09M Sell
4,509
-15
-0.3% -$10.2K 0.9% 23
2025
Q3 		$3.03M Sell
4,524
-41
-0.9% -$26.4K 0.9% 23
2025
Q2 		$2.83M Sell
4,565
-6,509
-59% -$3.74M 0.88% 22
2025
Q1 		$6.23M Sell
11,074
-151
-1% -$89.2K 2% 18
2024
Q4 		$6.6M Sell
11,225
-4,257
-27% -$2.52M 2.16% 18
2024
Q3 		$8.93M Sell
15,482
-71
-0.5% -$39.5K 2.89% 15
2024
Q2 		$8.51M Sell
15,553
-7,160
-32% -$3.76M 2.93% 15
2024
Q1 		$11.9M Sell
22,713
-448
-2% -$224K 4.14% 9
2023
Q4 		$11.1M Buy
23,161
+2,387
+11% +$1.07M 4.23% 8
2023
Q3 		$8.92M Buy
20,774
+3,192
+18% +$1.43M 3.66% 10
2023
Q2 		$7.84M Buy
17,582
+1,022
+6% +$431K 3.25% 12
2023
Q1 		$6.92M Buy
16,560
+587
+4% +$235K 3% 15
2022
Q4 		$6.13M Buy
+15,973
New +$6.16M 4.11% 9

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Regimen Wealth's IVV Position: Q2 2026 in Review

Regimen Wealth reduced its iShares Core S&P 500 ETF (IVV) stake by 1.9% in Q2 2026, selling an estimated $49.5K and leaving 3,518 shares worth $2.64M. The position accounts for 0.71% of the portfolio, ranked #22.

Regimen Wealth first reported a position in IVV in Q4 2022 and has held it in 15 quarters since. The position peaked at $11.9M in Q1 2024. 4,076 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Regimen Wealth held 3,518 shares of iShares Core S&P 500 ETF worth $2.64M as of Q2 2026.
  • Regimen Wealth sold 68 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $49.5K.
  • iShares Core S&P 500 ETF made up 0.71% of Regimen Wealth's portfolio in Q2 2026, its #22 holding.
  • Regimen Wealth first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
  • Regimen Wealth's iShares Core S&P 500 ETF position peaked at $11.9M in Q1 2024.
  • 4,076 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Regimen Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.