Richardson Financial Services’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$595K	Buy
2025 Q2	$518K	Buy
2025 Q1	$42.1K	Hold
2024 Q4	$46.6K	Hold
2024 Q3	$42.8K	Hold
2024 Q2	$42.8K	Sell
2024 Q1	$332K	Buy
2023 Q4	$98.3K	Buy