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Richardson Capital Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Richardson Capital Management’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$899K Hold
6,137
– – 0.38% 14
2026
Q1 		$786K Hold
6,137
– – 0.38% 14
2025
Q4 		$840K Hold
6,137
– – 0.42% 13
2025
Q3 		$874K Hold
6,137
– – 0.42% 13
2025
Q2 		$851K Sell
6,137
-1
-0% -$127 0.45% 12
2025
Q1 		$721K Buy
6,138
+19
+0.3% +$2.44K 0.45% 12
2024
Q4 		$776K Hold
6,119
– – 0.49% 12
2024
Q3 		$718K Hold
6,119
– – 0.5% 11
2024
Q2 		$675K Hold
6,119
– – 0.52% 11
2024
Q1 		$698K Buy
+6,119
New +$662K 0.57% 10

Other funds holding IWP

FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

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

Richardson Capital Management held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 6,137 shares worth $899K. The position accounts for 0.38% of the portfolio, ranked #14.

Richardson Capital Management first reported a position in IWP in Q1 2024 and has held it in 10 quarters since. 229 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Richardson Capital Management held 6,137 shares of iShares Russell Mid-Cap Growth ETF worth $899K as of Q2 2026.
  • Richardson Capital Management left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
  • iShares Russell Mid-Cap Growth ETF made up 0.38% of Richardson Capital Management's portfolio in Q2 2026, its #14 holding.
  • Richardson Capital Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2024 and has held it in 10 quarters since.
  • 229 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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