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iShares S&P SmallCap 600 Value Idx shares owned by Regatta Capital Group

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by Regatta Capital Group from 13F filings

Historical chart of Regatta Capital Group investment in iShares S&P SmallCap 600 Value Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Value Idx held by Regatta Capital Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P SmallCap 600 Value Idx by Regatta Capital Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $204k 1.8k 113.70
2023-06-30 $238k 2.5k 95.10
2023-03-31 $2.2M 24k 91.31
2022-12-31 $2.2M 24k 91.31
2022-09-30 $2.2M 25k 89.02
2022-06-30 $2.2M 25k 89.02
2022-03-31 $2.5M 24k 102.39
2021-12-31 $2.4M 23k 104.51

More positions owned by Regatta Capital Group

Ishares Tr Core S&p Ttl Stk (ITOT)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
American Centy Etf Tr Avantis Core Fi (AVIG)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Alphabet Cap Stk Cl A (GOOGL)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core Msci Total (IXUS)
Vanguard World Esg Us Stk Etf (ESGV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Amazon (AMZN)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)

View all positions for Regatta Capital Group

Top funds holding iShares S&P SmallCap 600 Value Idx

Wells Fargo & Company
FMR
UBS Group
LPL Financial
Prime Capital Investment Advisors
Ameriprise Financial
Envestnet Asset Management
M^T Bank Corporation
Pnc Financial Services
Commonwealth Equity Services
Royal Bank of Canada
HighTower Advisors
Regions Bank
Northwestern Mutual Wealth Management Company
Pensionmark Financial Group

View all funds holding iShares S&P SmallCap 600 Value Idx