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Regatta Research & Money Management’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Regatta Research & Money Management’s Portfolio IJS Stock Details IJS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$68.3K Buy
+500
New +$64.5K 0.06% 220

Other funds holding IJS

SP
Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Regatta Research & Money Management opened a new position in iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2026: 500 shares worth $68.3K. The stake represents 0.06% of the portfolio and ranks #220 among its holdings.

752 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Regatta Research & Money Management held 500 shares of iShares S&P Small-Cap 600 Value ETF worth $68.3K as of Q2 2026.
  • iShares S&P Small-Cap 600 Value ETF was a new Regatta Research & Money Management position in Q2 2026.
  • iShares S&P Small-Cap 600 Value ETF made up 0.06% of Regatta Research & Money Management's portfolio in Q2 2026, its #220 holding.
  • 752 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

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