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 Q2	$788K	Sell	2,622 -284	-10%	-$79.8K	0.45%	51
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Richardson Financial Services reduced its iShares Russell 2000 ETF (IWM) stake by 9.8% in Q2 2026, selling an estimated $79.8K and leaving 2,622 shares worth $788K. The position accounts for 0.45% of the portfolio, ranked #51.

Richardson Financial Services first reported a position in IWM in Q4 2023 and has held it in 11 quarters since. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Richardson Financial Services held 2,622 shares of iShares Russell 2000 ETF worth $788K as of Q2 2026.
Richardson Financial Services sold 284 iShares Russell 2000 ETF shares in Q2 2026, an estimated $79.8K.
iShares Russell 2000 ETF made up 0.45% of Richardson Financial Services's portfolio in Q2 2026, its #51 holding.
Richardson Financial Services first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 11 quarters since.
2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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