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Regatta Research & Money Management’s iShares Morningstar Value ETF ILCV Stock Holding History

Regatta Research & Money Management’s Portfolio ILCV Stock Details ILCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.03M Buy
+10,132
New +$1.01M 0.97% 22

Other funds holding ILCV

SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
WCAMG
Woodard & Company Asset Management Group Bermuda Run, North Carolina $694M AUM 29.71% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
NWA
Northwest Wealth Advisors Bellingham, Washington $174M AUM
LW
Lauer Wealth Valparaiso, Indiana $167M AUM 23.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Regatta Research & Money Management opened a new position in iShares Morningstar Value ETF (ILCV) in Q2 2026: 10,132 shares worth $1.03M. The stake represents 0.97% of the portfolio and ranks #22 among its holdings.

157 funds tracked by Wall St. Rank hold ILCV as of Q2 2026.

  • Regatta Research & Money Management held 10,132 shares of iShares Morningstar Value ETF worth $1.03M as of Q2 2026.
  • iShares Morningstar Value ETF was a new Regatta Research & Money Management position in Q2 2026.
  • iShares Morningstar Value ETF made up 0.97% of Regatta Research & Money Management's portfolio in Q2 2026, its #22 holding.
  • 157 funds tracked by Wall St. Rank held iShares Morningstar Value ETF as of Q2 2026.

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