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 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%	-$9.77K	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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Riverview Trust Company held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 269 shares worth $80.8K. The position accounts for 0.1% of the portfolio, ranked #94.

Riverview Trust Company first reported a position in IWM in Q4 2018 and has held it in 30 quarters since. The position peaked at $198K in Q4 2019. 2,729 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Riverview Trust Company held 269 shares of iShares Russell 2000 ETF worth $80.8K as of Q2 2026.
Riverview Trust Company left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.1% of Riverview Trust Company's portfolio in Q2 2026, its #94 holding.
Riverview Trust Company first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 30 quarters since.
Riverview Trust Company's iShares Russell 2000 ETF position peaked at $198K in Q4 2019.
2,729 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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