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 Q2	$85.4K	Hold	688	–	–	0.05%	251
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 $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

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

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

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Richardson Financial Services held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 688 shares worth $85.4K. The position accounts for 0.05% of the portfolio, ranked #251.

Richardson Financial Services first reported a position in IWF in Q1 2024 and has held it in 10 quarters since. The position peaked at $97.7K in Q3 2024. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Richardson Financial Services held 688 shares of iShares Russell 1000 Growth ETF worth $85.4K as of Q2 2026.
Richardson Financial Services left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.05% of Richardson Financial Services's portfolio in Q2 2026, its #251 holding.
Richardson Financial Services first reported a position in iShares Russell 1000 Growth ETF in Q1 2024 and has held it in 10 quarters since.
Richardson Financial Services's iShares Russell 1000 Growth ETF position peaked at $97.7K in Q3 2024.
2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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