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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Richardson Financial Services's IWD Position: Q1 2026 in Review

Richardson Financial Services reduced its iShares Russell 1000 Value ETF (IWD) stake by 15% in Q1 2026, selling an estimated $9.2K and leaving 243 shares worth $51.9K. The position accounts for 0.03% of the portfolio, ranked #294.

Richardson Financial Services first reported a position in IWD in Q1 2024 and has held it in 9 quarters since. The position peaked at $114K in Q3 2024. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Richardson Financial Services held 243 shares of iShares Russell 1000 Value ETF worth $51.9K as of Q1 2026.
Richardson Financial Services sold 42 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $9.2K.
iShares Russell 1000 Value ETF made up 0.03% of Richardson Financial Services's portfolio in Q1 2026, its #294 holding.
Richardson Financial Services first reported a position in iShares Russell 1000 Value ETF in Q1 2024 and has held it in 9 quarters since.
Richardson Financial Services's iShares Russell 1000 Value ETF position peaked at $114K in Q3 2024.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.