Richardson Financial Services’s iShares Russell 1000 Growth ETF IWF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$73.3K	Hold	688	–	–	0.05%	256
2025 Q4	$61.8K	Hold	688	–	–	0.02%	275
2025 Q3	$80.6K	Hold	688	–	–	0.05%	232
2025 Q2	$72.8K	Hold	688	–	–	0.05%	225
2025 Q1	$62.1K	Sell	688 -24	-3%	-$2.37K	0.05%	221
2024 Q4	$71.6K	Sell	712 -344	-33%	-$33.8K	0.05%	221
2024 Q3	$97.7K	Buy	1,056 +528	+100%	+$47.9K	0.06%	202
2024 Q2	$48.1K	Hold	528	–	–	0.03%	253
2024 Q1	$44.5K	Buy	+528	New	+$42.5K	0.03%	261

Other funds holding IWF

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Richardson Financial Services held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 688 shares worth $73.3K. The position accounts for 0.05% of the portfolio, ranked #256.

Richardson Financial Services first reported a position in IWF in Q1 2024 and has held it in 9 quarters since. The position peaked at $97.7K in Q3 2024. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Richardson Financial Services held 688 shares of iShares Russell 1000 Growth ETF worth $73.3K as of Q1 2026.
Richardson Financial Services left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 1000 Growth ETF made up 0.05% of Richardson Financial Services's portfolio in Q1 2026, its #256 holding.
Richardson Financial Services first reported a position in iShares Russell 1000 Growth ETF in Q1 2024 and has held it in 9 quarters since.
Richardson Financial Services's iShares Russell 1000 Growth ETF position peaked at $97.7K in Q3 2024.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

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