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

Richardson Financial Services’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13.8K Sell
44
-8
-15% -$2.66K 0.01% 455
2025
Q4 		$32.7K Hold
52
– – 0.01% 344
2025
Q3 		$16.6K Hold
52
– – 0.01% 396
2025
Q2 		$14.9K Hold
52
– – 0.01% 371
2025
Q1 		$13.3K Sell
52
-20
-28% -$5.64K 0.01% 353
2024
Q4 		$20.7K Sell
72
-72
-50% -$21.3K 0.01% 336
2024
Q3 		$39.4K Buy
144
+72
+100% +$19.7K 0.03% 281
2024
Q2 		$18.9K Hold
72
– – 0.01% 328
2024
Q1 		$19.5K Buy
+72
New +$18.4K 0.01% 350

Other funds holding IWO

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
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

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

Richardson Financial Services reduced its iShares Russell 2000 Growth ETF (IWO) stake by 15% in Q1 2026, selling an estimated $2.66K and leaving 44 shares worth $13.8K. The position accounts for 0.01% of the portfolio, ranked #455.

Richardson Financial Services first reported a position in IWO in Q1 2024 and has held it in 9 quarters since. The position peaked at $39.4K in Q3 2024. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Richardson Financial Services held 44 shares of iShares Russell 2000 Growth ETF worth $13.8K as of Q1 2026.
  • Richardson Financial Services sold 8 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $2.66K.
  • iShares Russell 2000 Growth ETF made up 0.01% of Richardson Financial Services's portfolio in Q1 2026, its #455 holding.
  • Richardson Financial Services first reported a position in iShares Russell 2000 Growth ETF in Q1 2024 and has held it in 9 quarters since.
  • Richardson Financial Services's iShares Russell 2000 Growth ETF position peaked at $39.4K in Q3 2024.
  • 1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

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