Riverview Trust Company’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Riverview Trust Company’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$22K	Hold	150	–	–	0.03%	129
2026 Q1	$19.2K	Hold	150	–	–	0.02%	152
2025 Q4	$20.5K	Hold	150	–	–	0.02%	163
2025 Q3	$21.4K	Hold	150	–	–	0.03%	161
2025 Q2	$20.8K	Hold	150	–	–	0.03%	170
2025 Q1	$17.6K	Hold	150	–	–	0.02%	477
2024 Q4	$19K	Hold	150	–	–	0.02%	491
2024 Q3	$17.6K	Hold	150	–	–	0.02%	537
2024 Q2	$16.6K	Hold	150	–	–	0.02%	516
2024 Q1	$17.1K	Buy	+150	New	+$16.2K	0.01%	544

Other funds holding IWP

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

Riverview Trust Company held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 150 shares worth $22K. The position accounts for 0.03% of the portfolio, ranked #129.

Riverview Trust Company first reported a position in IWP in Q1 2024 and has held it in 10 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Riverview Trust Company held 150 shares of iShares Russell Mid-Cap Growth ETF worth $22K as of Q2 2026.
Riverview Trust Company left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.03% of Riverview Trust Company's portfolio in Q2 2026, its #129 holding.
Riverview Trust Company first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2024 and has held it in 10 quarters since.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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