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Ishares Tr edge msci minm shares owned by Regatta Capital Group

Quarter-by-quarter ownership of Ishares Tr edge msci minm (SMMV) shares owned by Regatta Capital Group from 13F filings

Historical chart of Regatta Capital Group investment in Ishares Tr edge msci minm

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr edge msci minm 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 Tr edge msci minm by Regatta Capital Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $771k 18k 43.05
2025-06-30 $508k 12k 42.01

More positions owned by Regatta Capital Group

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

View all positions for Regatta Capital Group

Top funds holding Ishares Tr edge msci minm

Mercer Global Advisors
Wells Fargo & Company
Wealth Management Resources
Raymond James Financial
Commonwealth Equity Services
LPL Financial
Brickley Wealth Management
Royal Bank of Canada
Creative Planning
Sagespring Wealth Partners
Kestra Advisory Services
UBS Group
Jpmorgan Chase & Co
Rehmann Capital Advisory
Beacon Pointe Advisors

View all funds holding Ishares Tr edge msci minm