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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$718K	Sell	6,510 -380	-6%	-$40K	0.41%	57
2026 Q1	$670K	Buy	6,890 +856	+14%	+$85.5K	0.42%	60
2025 Q4	$581K	Buy	6,034 +1,980	+49%	+$190K	0.19%	70
2025 Q3	$391K	Buy	4,054 +816	+25%	+$77.3K	0.24%	96
2025 Q2	$300K	Buy	+3,238	New	+$280K	0.2%	125

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

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

Richardson Financial Services reduced its iShares Russell Mid-Cap ETF (IWR) stake by 5.5% in Q2 2026, selling an estimated $40K and leaving 6,510 shares worth $718K. The position accounts for 0.41% of the portfolio, ranked #57.

Richardson Financial Services first reported a position in IWR in Q2 2025 and has held it in 5 quarters since. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Richardson Financial Services held 6,510 shares of iShares Russell Mid-Cap ETF worth $718K as of Q2 2026.
Richardson Financial Services sold 380 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $40K.
iShares Russell Mid-Cap ETF made up 0.41% of Richardson Financial Services's portfolio in Q2 2026, its #57 holding.
Richardson Financial Services first reported a position in iShares Russell Mid-Cap ETF in Q2 2025 and has held it in 5 quarters since.
1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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