Richardson Financial Services’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$44.5K	Hold	304	–	–	0.03%	328
2026 Q1	$38.9K	Hold	304	–	–	0.02%	330
2025 Q4	$41.6K	Hold	304	–	–	0.01%	320
2025 Q3	$43.3K	Hold	304	–	–	0.03%	301
2025 Q2	$41.9K	Hold	304	–	–	0.03%	271
2025 Q1	$35.7K	Hold	304	–	–	0.03%	268
2024 Q4	$38.8K	Hold	304	–	–	0.03%	272
2024 Q3	$33.5K	Hold	304	–	–	0.02%	294
2024 Q2	$33.5K	Hold	304	–	–	0.02%	279
2024 Q1	$34.7K	Hold	304	–	–	0.02%	281
2023 Q4	$31.8K	Buy	+304	New	+$28.8K	0.03%	245

Other funds holding IWP

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

Richardson Financial Services held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 304 shares worth $44.5K. The position accounts for 0.03% of the portfolio, ranked #328.

Richardson Financial Services first reported a position in IWP in Q4 2023 and has held it in 11 quarters since. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Richardson Financial Services held 304 shares of iShares Russell Mid-Cap Growth ETF worth $44.5K as of Q2 2026.
Richardson Financial Services left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.03% of Richardson Financial Services's portfolio in Q2 2026, its #328 holding.
Richardson Financial Services first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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