Regatta Research & Money Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$20.7K	Buy	+140	New	+$19.8K	0.02%	408

Other funds holding IJJ

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

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

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

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

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

Regatta Research & Money Management opened a new position in iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2026: 140 shares worth $20.7K. The stake represents 0.02% of the portfolio and ranks #408 among its holdings.

731 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Regatta Research & Money Management held 140 shares of iShares S&P Mid-Cap 400 Value ETF worth $20.7K as of Q2 2026.
iShares S&P Mid-Cap 400 Value ETF was a new Regatta Research & Money Management position in Q2 2026.
iShares S&P Mid-Cap 400 Value ETF made up 0.02% of Regatta Research & Money Management's portfolio in Q2 2026, its #408 holding.
731 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

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