Regatta Research & Money Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$101K	Buy	+915	New	+$99K	0.1%	178

Other funds holding IUSV

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

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

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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

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

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

Regatta Research & Money Management opened a new position in iShares Core S&P US Value ETF (IUSV) in Q2 2026: 915 shares worth $101K. The stake represents 0.1% of the portfolio and ranks #178 among its holdings.

663 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Regatta Research & Money Management held 915 shares of iShares Core S&P US Value ETF worth $101K as of Q2 2026.
iShares Core S&P US Value ETF was a new Regatta Research & Money Management position in Q2 2026.
iShares Core S&P US Value ETF made up 0.1% of Regatta Research & Money Management's portfolio in Q2 2026, its #178 holding.
663 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

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