Richardson Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$73.6K	Sell	245 -29	-11%	-$8.15K	0.03%	108
2026 Q1	$67.9K	Hold	274	–	–	0.03%	105
2025 Q4	$67.4K	Sell	274 -21	-7%	-$5.16K	0.03%	88
2025 Q3	$71.5K	Buy	295 +207	+235%	+$47.5K	0.03%	85
2025 Q2	$19K	Hold	88	–	–	0.01%	117
2025 Q1	$17.5K	Sell	88 -1	-1%	-$217	0.01%	118
2024 Q4	$19.6K	Buy	89 +1	+1%	+$228	0.01%	100
2024 Q3	$19.5K	Hold	88	–	–	0.01%	99
2024 Q2	$17.9K	Sell	88 -57	-39%	-$11.5K	0.01%	110
2024 Q1	$30.5K	Sell	145 -11	-7%	-$2.19K	0.02%	83
2023 Q4	$31.2K	Buy	+156	New	+$27.9K	0.03%	67

Other funds holding IWM

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Richardson Capital Management reduced its iShares Russell 2000 ETF (IWM) stake by 11% in Q2 2026, selling an estimated $8.15K and leaving 245 shares worth $73.6K. The position accounts for 0.03% of the portfolio, ranked #108.

Richardson Capital Management first reported a position in IWM in Q4 2023 and has held it in 11 quarters since. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Richardson Capital Management held 245 shares of iShares Russell 2000 ETF worth $73.6K as of Q2 2026.
Richardson Capital Management sold 29 iShares Russell 2000 ETF shares in Q2 2026, an estimated $8.15K.
iShares Russell 2000 ETF made up 0.03% of Richardson Capital Management's portfolio in Q2 2026, its #108 holding.
Richardson Capital Management first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 11 quarters since.
2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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