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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.85K	Hold	25	–	–	﹤0.01%	191
2026 Q1	$7.84K	Hold	25	–	–	﹤0.01%	231
2025 Q4	$8.07K	Hold	25	–	–	﹤0.01%	175
2025 Q3	$8K	Hold	25	–	–	﹤0.01%	184
2025 Q2	$7.15K	Hold	25	–	–	﹤0.01%	166
2025 Q1	$6.39K	Sell	25 -189	-88%	-$53.3K	﹤0.01%	175
2024 Q4	$61.6K	Hold	214	–	–	0.04%	68
2024 Q3	$60.8K	Sell	214 -877	-80%	-$240K	0.04%	57
2024 Q2	$286K	Hold	1,091	–	–	0.22%	26
2024 Q1	$295K	Buy	+1,091	New	+$279K	0.24%	22

Other funds holding IWO

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

DADC

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

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

BPWM

Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Richardson Capital Management held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 25 shares worth $9.85K. The position accounts for ﹤0.01% of the portfolio, ranked #191.

Richardson Capital Management first reported a position in IWO in Q1 2024 and has held it in 10 quarters since. The position peaked at $295K in Q1 2024. 612 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Richardson Capital Management held 25 shares of iShares Russell 2000 Growth ETF worth $9.85K as of Q2 2026.
Richardson Capital Management left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up ﹤0.01% of Richardson Capital Management's portfolio in Q2 2026, its #191 holding.
Richardson Capital Management first reported a position in iShares Russell 2000 Growth ETF in Q1 2024 and has held it in 10 quarters since.
Richardson Capital Management's iShares Russell 2000 Growth ETF position peaked at $295K in Q1 2024.
612 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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