Regatta Research & Money Management’s iShares Core S&P 500 ETF IVV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.6M	Buy	+6,149	New	+$4.48M	4.35%	2

Other funds holding IVV

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Nisa Investment Advisors St. Louis, Missouri $32B AUM 32.86% 1-Year Est. Return

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

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

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

FCAS

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

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Regatta Research & Money Management opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2026: 6,149 shares worth $4.6M. The stake represents 4.35% of the portfolio and ranks #2 among its holdings.

3,507 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Regatta Research & Money Management held 6,149 shares of iShares Core S&P 500 ETF worth $4.6M as of Q2 2026.
iShares Core S&P 500 ETF was a new Regatta Research & Money Management position in Q2 2026.
iShares Core S&P 500 ETF made up 4.35% of Regatta Research & Money Management's portfolio in Q2 2026, its #2 holding.
3,507 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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