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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.95K	Hold	45	–	–	﹤0.01%	190
2026 Q1	$8.53K	Hold	45	–	–	﹤0.01%	223
2025 Q4	$8.15K	Hold	45	–	–	﹤0.01%	174
2025 Q3	$7.96K	Hold	45	–	–	﹤0.01%	186
2025 Q2	$7.1K	Hold	45	–	–	﹤0.01%	167
2025 Q1	$6.79K	Buy	+45	New	+$7.27K	﹤0.01%	169

Other funds holding IWN

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

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

TWIM

TIAA Wealth Investment Management New York $15B AUM

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

Richardson Capital Management held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 45 shares worth $9.95K. The position accounts for ﹤0.01% of the portfolio, ranked #190.

Richardson Capital Management first reported a position in IWN in Q1 2025 and has held it in 6 quarters since. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Richardson Capital Management held 45 shares of iShares Russell 2000 Value ETF worth $9.95K as of Q2 2026.
Richardson Capital Management left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
iShares Russell 2000 Value ETF made up ﹤0.01% of Richardson Capital Management's portfolio in Q2 2026, its #190 holding.
Richardson Capital Management first reported a position in iShares Russell 2000 Value ETF in Q1 2025 and has held it in 6 quarters since.
1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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