Riverview Trust Company
IWM icon

Riverview Trust Company’s iShares Russell 2000 ETF IWM Stock Holding History

Riverview Trust Company’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$23.3K Sell
84
-185
-69% -$54.3K 0.03% 139
2026
Q2 		$80.8K Hold
269
– – 0.1% 94
2026
Q1 		$66.7K Hold
269
– – 0.08% 101
2025
Q4 		$66.2K Hold
269
– – 0.08% 112
2025
Q3 		$65.1K Hold
269
– – 0.08% 116
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 +$53.7K 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% -$12.3K 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% -$9.8K 0.04% 223
2022
Q1 		$68K Sell
329
-9
-3% -$1.84K 0.05% 178
2021
Q4 		$75K Hold
338
– – 0.04% 134
2021
Q3 		$74K Buy
338
+22
+7% +$4.88K 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% -$135K 0.07% 134
2020
Q3 		$163K Sell
1,087
-39
-3% -$5.87K 0.19% 83
2020
Q2 		$161K Sell
1,126
-40
-3% -$5.25K 0.16% 98
2020
Q1 		$133K Sell
1,166
-30
-3% -$4.47K 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% +$160K 0.14% 103
2018
Q4 		$18K Buy
+131
New +$19.5K 0.01% 220

Other funds holding IWM

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
HRT Financial
HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $64.4B AUM 36.06% 1-Year Est. Return

Riverview Trust Company's IWM Position: Q3 2026 in Review

Riverview Trust Company reduced its iShares Russell 2000 ETF (IWM) stake by 69% in Q3 2026, selling an estimated $54.3K and leaving 84 shares worth $23.3K. The position accounts for 0.03% of the portfolio, ranked #139.

Riverview Trust Company first reported a position in IWM in Q4 2018 and has held it in 31 quarters since. The position peaked at $198K in Q4 2019. 2,379 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Riverview Trust Company held 84 shares of iShares Russell 2000 ETF worth $23.3K as of Q3 2026.
  • Riverview Trust Company sold 185 iShares Russell 2000 ETF shares in Q3 2026, an estimated $54.3K.
  • iShares Russell 2000 ETF made up 0.03% of Riverview Trust Company's portfolio in Q3 2026, its #139 holding.
  • Riverview Trust Company first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 31 quarters since.
  • Riverview Trust Company's iShares Russell 2000 ETF position peaked at $198K in Q4 2019.
  • 2,379 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Riverview Trust Company's 13F filing for Q3 2026, filed 13 Nov 2026.