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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$222K	Buy	+1,788	New	+$216K	0.21%	96

Other funds holding IWF

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

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

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

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

Regatta Research & Money Management opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q2 2026: 1,788 shares worth $222K. The stake represents 0.21% of the portfolio and ranks #96 among its holdings.

2,108 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Regatta Research & Money Management held 1,788 shares of iShares Russell 1000 Growth ETF worth $222K as of Q2 2026.
iShares Russell 1000 Growth ETF was a new Regatta Research & Money Management position in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.21% of Regatta Research & Money Management's portfolio in Q2 2026, its #96 holding.
2,108 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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