Richardson Capital Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Richardson Capital Management’s Portfolio IWD Stock Details IWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$19.4K	Sell	80 -143	-64%	-$33.3K	0.01%	153
2026 Q1	$47.6K	Hold	223	–	–	0.02%	115
2025 Q4	$46.9K	Hold	223	–	–	0.02%	98
2025 Q3	$45.4K	Hold	223	–	–	0.02%	96
2025 Q2	$43.3K	Hold	223	–	–	0.02%	87
2025 Q1	$42K	Buy	223 +80	+56%	+$15.2K	0.03%	88
2024 Q4	$26.5K	Hold	143	–	–	0.02%	90
2024 Q3	$27.1K	Hold	143	–	–	0.02%	87
2024 Q2	$24.9K	Sell	143 -41	-22%	-$7.17K	0.02%	94
2024 Q1	$33K	Hold	184	–	–	0.03%	79
2023 Q4	$30.4K	Buy	+184	New	+$28.4K	0.03%	69

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Richardson Capital Management's IWD Position: Q2 2026 in Review

Richardson Capital Management reduced its iShares Russell 1000 Value ETF (IWD) stake by 64% in Q2 2026, selling an estimated $33.3K and leaving 80 shares worth $19.4K. The position accounts for 0.01% of the portfolio, ranked #153.

Richardson Capital Management first reported a position in IWD in Q4 2023 and has held it in 11 quarters since. The position peaked at $47.6K in Q1 2026. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Richardson Capital Management held 80 shares of iShares Russell 1000 Value ETF worth $19.4K as of Q2 2026.
Richardson Capital Management sold 143 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $33.3K.
iShares Russell 1000 Value ETF made up 0.01% of Richardson Capital Management's portfolio in Q2 2026, its #153 holding.
Richardson Capital Management first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 11 quarters since.
Richardson Capital Management's iShares Russell 1000 Value ETF position peaked at $47.6K in Q1 2026.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Richardson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.