Regatta Research & Money Management’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$705K	Buy	+2,351	New	+$661K	0.67%	34

Other funds holding IWM

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

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

Regatta Research & Money Management opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 2,351 shares worth $705K. The stake represents 0.67% of the portfolio and ranks #34 among its holdings.

2,267 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Regatta Research & Money Management held 2,351 shares of iShares Russell 2000 ETF worth $705K as of Q2 2026.
iShares Russell 2000 ETF was a new Regatta Research & Money Management position in Q2 2026.
iShares Russell 2000 ETF made up 0.67% of Regatta Research & Money Management's portfolio in Q2 2026, its #34 holding.
2,267 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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