Regimen Wealth’s iShares Russell 1000 ETF IWB Stock Holding History

Regimen Wealth’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.11M	Sell
2025 Q1	$1M	Buy
2024 Q4	$1.02M	Buy
2024 Q3	$988K	Buy
2024 Q2	$932K	Buy
2024 Q1	$900K	Buy
2023 Q4	$817K	Buy
2023 Q3	$726K	Hold
2023 Q2	$753K	Buy
2023 Q1	$694K	Buy
2022 Q4	$647K	Buy