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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
2026
Q1 		$148K Hold
1,018
– – 0.09% 181
2025
Q4 		$144K Hold
1,018
– – 0.05% 190
2025
Q3 		$142K Hold
1,018
– – 0.09% 174
2025
Q2 		$136K Sell
1,018
-905
-47% -$114K 0.09% 178
2025
Q1 		$242K Buy
1,923
+212
+12% +$27.6K 0.18% 130
2024
Q4 		$221K Buy
1,711
+17
+1% +$2.27K 0.16% 129
2024
Q3 		$205K Hold
1,694
– – 0.13% 147
2024
Q2 		$205K Sell
1,694
-907
-35% -$110K 0.15% 137
2024
Q1 		$326K Sell
2,601
-92
-3% -$10.8K 0.23% 107
2023
Q4 		$313K Buy
+2,693
New +$287K 0.27% 98

Other funds holding IWS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

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

Richardson Financial Services held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q1 2026 at 1,018 shares worth $148K. The position accounts for 0.09% of the portfolio, ranked #181.

Richardson Financial Services first reported a position in IWS in Q4 2023 and has held it in 10 quarters since. The position peaked at $326K in Q1 2024. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • Richardson Financial Services held 1,018 shares of iShares Russell Mid-Cap Value ETF worth $148K as of Q1 2026.
  • Richardson Financial Services left its iShares Russell Mid-Cap Value ETF share count unchanged in Q1 2026.
  • iShares Russell Mid-Cap Value ETF made up 0.09% of Richardson Financial Services's portfolio in Q1 2026, its #181 holding.
  • Richardson Financial Services first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2023 and has held it in 10 quarters since.
  • Richardson Financial Services's iShares Russell Mid-Cap Value ETF position peaked at $326K in Q1 2024.
  • 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

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