RCM
IWM icon

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

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 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. 936 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.
  • 936 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.