Regatta Research & Money Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$44.4K	Buy	+323	New	+$42.7K	0.04%	278

Other funds holding IVW

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

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

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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

Regatta Research & Money Management opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2026: 323 shares worth $44.4K. The stake represents 0.04% of the portfolio and ranks #278 among its holdings.

1,835 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Regatta Research & Money Management held 323 shares of iShares S&P 500 Growth ETF worth $44.4K as of Q2 2026.
iShares S&P 500 Growth ETF was a new Regatta Research & Money Management position in Q2 2026.
iShares S&P 500 Growth ETF made up 0.04% of Regatta Research & Money Management's portfolio in Q2 2026, its #278 holding.
1,835 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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