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Regatta Capital Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Regatta Capital Group’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$353K Sell
2,564
-215
-8% -$28.4K 0.05% 162
2026
Q1 		$314K Buy
2,779
+10
+0.4% +$1.2K 0.05% 165
2025
Q4 		$341K Sell
2,769
-140
-5% -$17.1K 0.05% 156
2025
Q3 		$351K Hold
2,909
– – 0.06% 162
2025
Q2 		$320K Hold
2,909
– – 0.06% 166
2025
Q1 		$270K Hold
2,909
– – 0.05% 162
2024
Q4 		$295K Hold
2,909
– – 0.06% 156
2024
Q3 		$279K Sell
2,909
-110
-4% -$10.2K 0.05% 160
2024
Q2 		$279K Hold
3,019
– – 0.06% 156
2024
Q1 		$255K Hold
3,019
– – 0.06% 159
2023
Q4 		$227K Hold
3,019
– – 0.06% 156
2023
Q3 		$207K Sell
3,019
-594
-16% -$42K 0.07% 156
2023
Q2 		$255K Buy
3,613
+25
+0.7% +$1.65K 0.08% 147
2023
Q1 		$210K Hold
3,588
– – 0.07% 165
2022
Q4 		$210K Sell
3,588
-2,057
-36% -$124K 0.07% 165
2022
Q3 		$341K Buy
5,645
+699
+14% +$45.4K 0.14% 124
2022
Q2 		$298K Sell
4,946
-288
-6% -$19.1K 0.14% 119
2022
Q1 		$400K Sell
5,234
-3,367
-39% -$253K 0.14% 119
2021
Q4 		$720K Buy
+8,601
New +$693K 0.25% 82

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Regatta Capital Group's IVW Position: Q2 2026 in Review

Regatta Capital Group reduced its iShares S&P 500 Growth ETF (IVW) stake by 7.7% in Q2 2026, selling an estimated $28.4K and leaving 2,564 shares worth $353K. The position accounts for 0.05% of the portfolio, ranked #162.

Regatta Capital Group first reported a position in IVW in Q4 2021 and has held it in 19 quarters since. The position peaked at $720K in Q4 2021. 2,127 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Regatta Capital Group held 2,564 shares of iShares S&P 500 Growth ETF worth $353K as of Q2 2026.
  • Regatta Capital Group sold 215 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $28.4K.
  • iShares S&P 500 Growth ETF made up 0.05% of Regatta Capital Group's portfolio in Q2 2026, its #162 holding.
  • Regatta Capital Group first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • Regatta Capital Group's iShares S&P 500 Growth ETF position peaked at $720K in Q4 2021.
  • 2,127 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Regatta Capital Group's 13F filing for Q2 2026, filed 12 Aug 2026.