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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$654K	Sell	5,926 -34	-0.6%	-$3.58K	0.28%	18
2026 Q1	$579K	Hold	5,960	–	–	0.28%	18
2025 Q4	$574K	Hold	5,960	–	–	0.29%	16
2025 Q3	$575K	Sell	5,960 -45	-0.7%	-$4.27K	0.27%	16
2025 Q2	$552K	Hold	6,005	–	–	0.29%	16
2025 Q1	$511K	Hold	6,005	–	–	0.32%	15
2024 Q4	$531K	Hold	6,005	–	–	0.34%	15
2024 Q3	$529K	Hold	6,005	–	–	0.37%	15
2024 Q2	$487K	Sell	6,005 -258	-4%	-$21K	0.37%	15
2024 Q1	$527K	Buy	6,263 +5,508	+730%	+$436K	0.43%	14
2023 Q4	$58.7K	Buy	+755	New	+$53.6K	0.06%	52

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

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

Richardson Capital Management reduced its iShares Russell Mid-Cap ETF (IWR) stake by 0.57% in Q2 2026, selling an estimated $3.58K and leaving 5,926 shares worth $654K. The position accounts for 0.28% of the portfolio, ranked #18.

Richardson Capital Management first reported a position in IWR in Q4 2023 and has held it in 11 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Richardson Capital Management held 5,926 shares of iShares Russell Mid-Cap ETF worth $654K as of Q2 2026.
Richardson Capital Management sold 34 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $3.58K.
iShares Russell Mid-Cap ETF made up 0.28% of Richardson Capital Management's portfolio in Q2 2026, its #18 holding.
Richardson Capital Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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