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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$488K	Hold	2,966	–	–	0.21%	24
2026 Q1	$432K	Hold	2,966	–	–	0.21%	22
2025 Q4	$418K	Hold	2,966	–	–	0.21%	17
2025 Q3	$414K	Hold	2,966	–	–	0.2%	18
2025 Q2	$392K	Sell	2,966 -23	-0.8%	-$2.88K	0.21%	19
2025 Q1	$377K	Buy	2,989 +23	+0.8%	+$3K	0.23%	19
2024 Q4	$384K	Hold	2,966	–	–	0.24%	20
2024 Q3	$392K	Hold	2,966	–	–	0.27%	18
2024 Q2	$358K	Hold	2,966	–	–	0.28%	19
2024 Q1	$372K	Buy	+2,966	New	+$349K	0.3%	18

Other funds holding IWS

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

FCAM

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return

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

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

Richardson Capital Management held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2026 at 2,966 shares worth $488K. The position accounts for 0.21% of the portfolio, ranked #24.

Richardson Capital Management first reported a position in IWS in Q1 2024 and has held it in 10 quarters since. 188 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Richardson Capital Management held 2,966 shares of iShares Russell Mid-Cap Value ETF worth $488K as of Q2 2026.
Richardson Capital Management left its iShares Russell Mid-Cap Value ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Value ETF made up 0.21% of Richardson Capital Management's portfolio in Q2 2026, its #24 holding.
Richardson Capital Management first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
188 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

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