Riverview Trust Company’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Riverview Trust Company’s Portfolio IJR Stock Details IJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$44K	Hold	297	–	–	0.05%	112
2026 Q1	$36.9K	Hold	297	–	–	0.05%	119
2025 Q4	$35.7K	Hold	297	–	–	0.04%	136
2025 Q3	$35.3K	Hold	297	–	–	0.04%	137
2025 Q2	$32.5K	Hold	297	–	–	0.04%	145
2025 Q1	$31.1K	Hold	297	–	–	0.03%	298
2024 Q4	$34.2K	Hold	297	–	–	0.03%	283
2024 Q3	$34.7K	Hold	297	–	–	0.03%	301
2024 Q2	$31.7K	Hold	297	–	–	0.03%	297
2024 Q1	$32.8K	Buy	+297	New	+$31.5K	0.03%	315
2023 Q4	–	Sell	-297	Closed	-$28K	–	350
2023 Q3	$28K	Hold	297	–	–	0.02%	316
2023 Q2	$29.6K	Hold	297	–	–	0.03%	276
2023 Q1	$28.7K	Hold	297	–	–	0.03%	284
2022 Q4	$28K	Hold	297	–	–	0.03%	291
2022 Q3	$26K	Hold	297	–	–	0.03%	307
2022 Q2	$27K	Hold	297	–	–	0.02%	310
2022 Q1	$32K	Hold	297	–	–	0.02%	299
2021 Q4	$34K	Hold	297	–	–	0.02%	181
2021 Q3	$32K	Hold	297	–	–	0.03%	178
2021 Q2	$34K	Hold	297	–	–	0.04%	176
2021 Q1	$32K	Hold	297	–	–	0.04%	178
2020 Q4	$27K	Hold	297	–	–	0.03%	183
2020 Q3	$21K	Hold	297	–	–	0.02%	195
2020 Q2	$20K	Hold	297	–	–	0.02%	206
2020 Q1	$17K	Hold	297	–	–	0.02%	212
2019 Q4	$25K	Hold	297	–	–	0.02%	219
2019 Q3	$23K	Hold	297	–	–	0.02%	219
2019 Q2	$23K	Hold	297	–	–	0.02%	214
2019 Q1	$23K	Buy	297 +98	+49%	+$7.53K	0.02%	219
2018 Q4	$14K	Buy	+199	New	+$15.4K	0.01%	230

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Riverview Trust Company's IJR Position: Q2 2026 in Review

Riverview Trust Company held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 297 shares worth $44K. The position accounts for 0.05% of the portfolio, ranked #112.

Riverview Trust Company first reported a position in IJR in Q4 2018 and has held it in 30 quarters since. 2,833 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Riverview Trust Company held 297 shares of iShares Core S&P Small-Cap ETF worth $44K as of Q2 2026.
Riverview Trust Company left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.05% of Riverview Trust Company's portfolio in Q2 2026, its #112 holding.
Riverview Trust Company first reported a position in iShares Core S&P Small-Cap ETF in Q4 2018 and has held it in 30 quarters since.
2,833 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Riverview Trust Company's 13F filing for Q2 2026, filed 3 Aug 2026.