Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Richardson Financial Services »

iShares Russell Midcap Index Fund shares owned by Richardson Financial Services

Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Richardson Financial Services from 13F filings

Historical chart of Richardson Financial Services investment in iShares Russell Midcap Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell Midcap Index Fund held by Richardson Financial Services consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in iShares Russell Midcap Index Fund by Richardson Financial Services

Quarter filed	Position value	Share count	Share price at filing
2025-12-31	$581k	6.0k	96.27
2025-09-30	$391k	4.1k	96.55
2025-06-30	$300k	3.2k	92.67

More positions owned by Richardson Financial Services

Abb Common Stock (ABBNY)

Vanguard Total International Stock ETF Exchange Traded Fund (VXUS)

Vanguard Total Stock Market ETF Exchange Traded Fund (VTI)

Vanguard Interm-Term Bond ETF Exchange Traded Fund (BIV)

St Str Spdr S&p 500 Etf Etf - Equity (SPYM)

Apple Common Stocks (AAPL)

Vanguard Growth Etf Etf - Equity (VUG)

Vanguard Value Etf Etf - Equity (VTV)

Vanguard Short-Term Bond ETF Exchange Traded Fund (BSV)

Vanguard Long-Term Bond ETF Exchange Traded Fund (BLV)

Nvidia Corp Common Stocks (NVDA)

Spdr Dev World Ex-us Etf Etf - Equity (SPDW)

Alphabet Inc A Common Stocks (GOOGL)

Vanguard S&p 500 Etf - Equity (VOO)

Microsoft Corporation Common Stocks (MSFT)

View all positions for Richardson Financial Services

Top funds holding iShares Russell Midcap Index Fund

Jones Financial Companies, L.L

Wells Fargo & Company

Us Bancorp

Pnc Financial Services

Bank of New York Mellon

Envestnet Asset Management

Branch Banking & Trust Company

FMR

Amg National Trust Bank

LPL Financial

View all funds holding iShares Russell Midcap Index Fund

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z