Riverview Trust Company’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $58K | Hold |
269
| – | – | 0.07% | 120 |
|
|
2025
Q1 | $53.7K | Hold |
269
| – | – | 0.05% | 214 |
|
|
2024
Q4 | $59.4K | Hold |
269
| – | – | 0.05% | 204 |
|
|
2024
Q3 | $59.4K | Hold |
269
| – | – | 0.05% | 215 |
|
|
2024
Q2 | $54.6K | Hold |
269
| – | – | 0.05% | 211 |
|
|
2024
Q1 | $56.6K | Buy |
+269
| New | +$56.6K | 0.04% | 227 |
|
|
2023
Q4 | – | Sell |
-207
| Closed | -$36.6K | – | 364 |
|
|
2023
Q3 | $36.6K | Hold |
207
| – | – | 0.03% | 281 |
|
|
2023
Q2 | $38.8K | Sell |
207
-69
| -25% | -$12.9K | 0.04% | 241 |
|
|
2023
Q1 | $49.2K | Hold |
276
| – | – | 0.05% | 210 |
|
|
2022
Q4 | $48K | Hold |
276
| – | – | 0.05% | 216 |
|
|
2022
Q3 | $46K | Hold |
276
| – | – | 0.04% | 221 |
|
|
2022
Q2 | $47K | Sell |
276
-53
| -16% | -$9.03K | 0.04% | 223 |
|
|
2022
Q1 | $68K | Sell |
329
-9
| -3% | -$1.86K | 0.05% | 178 |
|
|
2021
Q4 | $75 | Hold |
338
| – | – | 0.04% | 134 |
|
|
2021
Q3 | $74K | Buy |
338
+22
| +7% | +$4.82K | 0.08% | 133 |
|
|
2021
Q2 | $72K | Hold |
316
| – | – | 0.08% | 136 |
|
|
2021
Q1 | $70K | Hold |
316
| – | – | 0.08% | 129 |
|
|
2020
Q4 | $62K | Sell |
316
-771
| -71% | -$151K | 0.07% | 134 |
|
|
2020
Q3 | $163K | Sell |
1,087
-39
| -3% | -$5.85K | 0.19% | 83 |
|
|
2020
Q2 | $161K | Sell |
1,126
-40
| -3% | -$5.72K | 0.16% | 98 |
|
|
2020
Q1 | $133K | Sell |
1,166
-30
| -3% | -$3.42K | 0.13% | 102 |
|
|
2019
Q4 | $198K | Hold |
1,196
| – | – | 0.13% | 105 |
|
|
2019
Q3 | $181K | Hold |
1,196
| – | – | 0.13% | 109 |
|
|
2019
Q2 | $186K | Hold |
1,196
| – | – | 0.13% | 106 |
|
|
2019
Q1 | $183K | Buy |
1,196
+1,065
| +813% | +$163K | 0.14% | 103 |
|
|
2018
Q4 | $18K | Buy |
+131
| New | +$18K | 0.01% | 220 |
|