Regatta Research & Money Management’s iShares Russell 3000 ETF IWV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$23.5K	Buy	+55	New	+$22.7K	0.02%	389

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

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

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

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

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

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

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Regatta Research & Money Management opened a new position in iShares Russell 3000 ETF (IWV) in Q2 2026: 55 shares worth $23.5K. The stake represents 0.02% of the portfolio and ranks #389 among its holdings.

746 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Regatta Research & Money Management held 55 shares of iShares Russell 3000 ETF worth $23.5K as of Q2 2026.
iShares Russell 3000 ETF was a new Regatta Research & Money Management position in Q2 2026.
iShares Russell 3000 ETF made up 0.02% of Regatta Research & Money Management's portfolio in Q2 2026, its #389 holding.
746 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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