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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
2026
Q1 		$721K Buy
2,906
+181
+7% +$46.7K 0.45% 53
2025
Q4 		$671K Buy
2,725
+265
+11% +$65.2K 0.22% 61
2025
Q3 		$595K Buy
2,460
+85
+4% +$19.5K 0.37% 71
2025
Q2 		$518K Buy
2,375
+2,164
+1,026% +$435K 0.35% 82
2025
Q1 		$42.1K Hold
211
– – 0.03% 252
2024
Q4 		$46.6K Hold
211
– – 0.03% 264
2024
Q3 		$42.8K Hold
211
– – 0.03% 272
2024
Q2 		$42.8K Sell
211
-1,366
-87% -$276K 0.03% 258
2024
Q1 		$332K Buy
1,577
+1,087
+222% +$217K 0.23% 105
2023
Q4 		$98.3K Buy
+490
New +$87.8K 0.09% 180

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Richardson Financial Services increased its iShares Russell 2000 ETF (IWM) stake by 6.6% in Q1 2026, buying an estimated $46.7K and bringing the position to 2,906 shares worth $721K. The position accounts for 0.45% of the portfolio, ranked #53.

Richardson Financial Services first reported a position in IWM in Q4 2023 and has held it in 10 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Richardson Financial Services held 2,906 shares of iShares Russell 2000 ETF worth $721K as of Q1 2026.
  • Richardson Financial Services bought 181 iShares Russell 2000 ETF shares in Q1 2026, an estimated $46.7K.
  • iShares Russell 2000 ETF made up 0.45% of Richardson Financial Services's portfolio in Q1 2026, its #53 holding.
  • Richardson Financial Services first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 10 quarters since.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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