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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$136K	Sell
2025 Q1	$242K	Buy
2024 Q4	$221K	Buy
2024 Q3	$205K	Hold
2024 Q2	$205K	Sell
2024 Q1	$326K	Sell
2023 Q4	$313K	Buy