Richardson Financial Services’s iShares Russell 1000 Value ETF IWD Stock Holding History

Richardson Financial Services’s Portfolio IWD Stock Details IWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$58.9K	Hold	243	–	–	0.03%	293
2026 Q1	$51.9K	Sell	243 -42	-15%	-$9.2K	0.03%	294
2025 Q4	$60.1K	Hold	285	–	–	0.02%	278
2025 Q3	$58K	Hold	285	–	–	0.04%	270
2025 Q2	$55.4K	Hold	285	–	–	0.04%	245
2025 Q1	$53.6K	Sell	285 -70	-20%	-$13.3K	0.04%	239
2024 Q4	$65.7K	Sell	355 -273	-43%	-$52.4K	0.05%	231
2024 Q3	$114K	Buy	628 +314	+100%	+$57.2K	0.07%	192
2024 Q2	$54.8K	Hold	314	–	–	0.04%	244
2024 Q1	$56.2K	Buy	+314	New	+$53.1K	0.04%	241

Other funds holding IWD

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Richardson Financial Services's IWD Position: Q2 2026 in Review

Richardson Financial Services held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 243 shares worth $58.9K. The position accounts for 0.03% of the portfolio, ranked #293.

Richardson Financial Services first reported a position in IWD in Q1 2024 and has held it in 10 quarters since. The position peaked at $114K in Q3 2024. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Richardson Financial Services held 243 shares of iShares Russell 1000 Value ETF worth $58.9K as of Q2 2026.
Richardson Financial Services left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.03% of Richardson Financial Services's portfolio in Q2 2026, its #293 holding.
Richardson Financial Services first reported a position in iShares Russell 1000 Value ETF in Q1 2024 and has held it in 10 quarters since.
Richardson Financial Services's iShares Russell 1000 Value ETF position peaked at $114K in Q3 2024.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.