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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$16.9K	Sell	89 -18	-17%	-$3.48K	0.01%	431
2025 Q4	$17.1K	Hold	107	–	–	0.01%	421
2025 Q3	$18.9K	Hold	107	–	–	0.01%	381
2025 Q2	$16.9K	Hold	107	–	–	0.01%	351
2025 Q1	$16.2K	Buy	107 +12	+13%	+$1.94K	0.01%	341
2024 Q4	$15.6K	Sell	95 -95	-50%	-$16.2K	0.01%	356
2024 Q3	$30.3K	Buy	190 +95	+100%	+$15.4K	0.02%	305
2024 Q2	$14.5K	Hold	95	–	–	0.01%	352
2024 Q1	$15.1K	Buy	+95	New	+$14.4K	0.01%	366

Other funds holding IWN

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

Richardson Financial Services reduced its iShares Russell 2000 Value ETF (IWN) stake by 17% in Q1 2026, selling an estimated $3.48K and leaving 89 shares worth $16.9K. The position accounts for 0.01% of the portfolio, ranked #431.

Richardson Financial Services first reported a position in IWN in Q1 2024 and has held it in 9 quarters since. The position peaked at $30.3K in Q3 2024. 1,028 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

Richardson Financial Services held 89 shares of iShares Russell 2000 Value ETF worth $16.9K as of Q1 2026.
Richardson Financial Services sold 18 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $3.48K.
iShares Russell 2000 Value ETF made up 0.01% of Richardson Financial Services's portfolio in Q1 2026, its #431 holding.
Richardson Financial Services first reported a position in iShares Russell 2000 Value ETF in Q1 2024 and has held it in 9 quarters since.
Richardson Financial Services's iShares Russell 2000 Value ETF position peaked at $30.3K in Q3 2024.
1,028 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

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