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

Riverview Trust Company’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-70
Closed -$19.9K – 870
2024
Q3 		$19.9K Sell
70
-38
-35% -$10.4K 0.02% 483
2024
Q2 		$28.4K Buy
+108
New +$28K 0.03% 317

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B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Riverview Trust Company's IWO Position: Q4 2024 in Review

Riverview Trust Company sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2024, closing a stake of 70 shares — an estimated $19.9K sold.

Riverview Trust Company first reported a position in IWO in Q2 2024 and held it in 2 quarters. The position peaked at $28.4K in Q2 2024. 1,051 funds tracked by Wall St. Rank hold IWO as of Q4 2024.

  • Riverview Trust Company reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Riverview Trust Company sold 70 iShares Russell 2000 Growth ETF shares in Q4 2024, an estimated $19.9K.
  • Riverview Trust Company first reported a position in iShares Russell 2000 Growth ETF in Q2 2024 and held it in 2 quarters.
  • Riverview Trust Company's iShares Russell 2000 Growth ETF position peaked at $28.4K in Q2 2024.
  • 1,051 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2024.

Based on Riverview Trust Company's 13F filing for Q4 2024, filed 6 Feb 2025.