Regatta Research & Money Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Regatta Research & Money Management’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$510K	Buy	+6,610	New	+$485K	0.48%	46

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Regatta Research & Money Management's IJH Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q2 2026: 6,610 shares worth $510K. The stake represents 0.48% of the portfolio and ranks #46 among its holdings.

2,327 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Regatta Research & Money Management held 6,610 shares of iShares Core S&P Mid-Cap ETF worth $510K as of Q2 2026.
iShares Core S&P Mid-Cap ETF was a new Regatta Research & Money Management position in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.48% of Regatta Research & Money Management's portfolio in Q2 2026, its #46 holding.
2,327 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.