Regatta Research & Money Management’s iShares US Technology ETF IYW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$181K	Buy	+719	New	+$165K	0.17%	118

Other funds holding IYW

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

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

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

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

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

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

Regatta Research & Money Management opened a new position in iShares US Technology ETF (IYW) in Q2 2026: 719 shares worth $181K. The stake represents 0.17% of the portfolio and ranks #118 among its holdings.

1,076 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Regatta Research & Money Management held 719 shares of iShares US Technology ETF worth $181K as of Q2 2026.
iShares US Technology ETF was a new Regatta Research & Money Management position in Q2 2026.
iShares US Technology ETF made up 0.17% of Regatta Research & Money Management's portfolio in Q2 2026, its #118 holding.
1,076 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

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