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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
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% -$9.77K 0.04% 223
2022
Q1 		$68K Sell
329
-9
-3% -$1.84K 0.05% 178
2021
Q4 		$75 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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Riverview Trust Company's IWM Position: Q1 2026 in Review

Riverview Trust Company held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 269 shares worth $66.7K. The position accounts for 0.08% of the portfolio, ranked #101.

Riverview Trust Company first reported a position in IWM in Q4 2018 and has held it in 29 quarters since. The position peaked at $198K in Q4 2019. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Riverview Trust Company held 269 shares of iShares Russell 2000 ETF worth $66.7K as of Q1 2026.
  • Riverview Trust Company left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
  • iShares Russell 2000 ETF made up 0.08% of Riverview Trust Company's portfolio in Q1 2026, its #101 holding.
  • Riverview Trust Company first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 29 quarters since.
  • Riverview Trust Company's iShares Russell 2000 ETF position peaked at $198K in Q4 2019.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Riverview Trust Company's 13F filing for Q1 2026, filed 1 May 2026.