Regatta Research & Money Management’s iShares Russell 1000 ETF IWB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$72.9K	Buy	+178	New	+$70.5K	0.07%	213

Other funds holding IWB

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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

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

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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

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

Regatta Research & Money Management opened a new position in iShares Russell 1000 ETF (IWB) in Q2 2026: 178 shares worth $72.9K. The stake represents 0.07% of the portfolio and ranks #213 among its holdings.

1,297 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Regatta Research & Money Management held 178 shares of iShares Russell 1000 ETF worth $72.9K as of Q2 2026.
iShares Russell 1000 ETF was a new Regatta Research & Money Management position in Q2 2026.
iShares Russell 1000 ETF made up 0.07% of Regatta Research & Money Management's portfolio in Q2 2026, its #213 holding.
1,297 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

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