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 Q3	$164K	Hold	1,018	–	–	0.09%	185
2026 Q2	$168K	Hold	1,018	–	–	0.1%	181
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%	+$2.28K	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

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

LPWM LLC Minneapolis, Minnesota $458M AUM 10.8% 1-Year Est. Return

Richardson Financial Services's IWS Position: Q3 2026 in Review

Richardson Financial Services held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q3 2026 at 1,018 shares worth $164K. The position accounts for 0.09% of the portfolio, ranked #185.

Richardson Financial Services first reported a position in IWS in Q4 2023 and has held it in 12 quarters since. The position peaked at $326K in Q1 2024. 481 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

Richardson Financial Services held 1,018 shares of iShares Russell Mid-Cap Value ETF worth $164K as of Q3 2026.
Richardson Financial Services left its iShares Russell Mid-Cap Value ETF share count unchanged in Q3 2026.
iShares Russell Mid-Cap Value ETF made up 0.09% of Richardson Financial Services's portfolio in Q3 2026, its #185 holding.
Richardson Financial Services first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2023 and has held it in 12 quarters since.
Richardson Financial Services's iShares Russell Mid-Cap Value ETF position peaked at $326K in Q1 2024.
481 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

Based on Richardson Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.