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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$71K	Buy	+293	New	+$68.2K	0.07%	216

Other funds holding IWD

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

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

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

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

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

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JRP

Jasper Ridge Partners Menlo Park, California $4.69B AUM 31.34% 1-Year Est. Return

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

Regatta Research & Money Management opened a new position in iShares Russell 1000 Value ETF (IWD) in Q2 2026: 293 shares worth $71K. The stake represents 0.07% of the portfolio and ranks #216 among its holdings.

1,682 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Regatta Research & Money Management held 293 shares of iShares Russell 1000 Value ETF worth $71K as of Q2 2026.
iShares Russell 1000 Value ETF was a new Regatta Research & Money Management position in Q2 2026.
iShares Russell 1000 Value ETF made up 0.07% of Regatta Research & Money Management's portfolio in Q2 2026, its #216 holding.
1,682 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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