Riverview Trust Company’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $292K | Hold |
3,180
| – | – | 0.36% | 42 |
|
|
2025
Q1 | $271K | Hold |
3,180
| – | – | 0.27% | 67 |
|
|
2024
Q4 | $281K | Hold |
3,180
| – | – | 0.26% | 69 |
|
|
2024
Q3 | $280K | Sell |
3,180
-115
| -3% | -$10.1K | 0.25% | 70 |
|
|
2024
Q2 | $267K | Sell |
3,295
-100
| -3% | -$8.11K | 0.25% | 67 |
|
|
2024
Q1 | $285K | Hold |
3,395
| – | – | 0.22% | 75 |
|
|
2023
Q4 | $264K | Hold |
3,395
| – | – | 0.27% | 84 |
|
|
2023
Q3 | $235K | Buy |
3,395
+2,592
| +323% | +$179K | 0.21% | 84 |
|
|
2023
Q2 | $58.6K | Hold |
803
| – | – | 0.05% | 188 |
|
|
2023
Q1 | $56.1K | Hold |
803
| – | – | 0.05% | 196 |
|
|
2022
Q4 | $54K | Hold |
803
| – | – | 0.05% | 205 |
|
|
2022
Q3 | $50K | Hold |
803
| – | – | 0.05% | 206 |
|
|
2022
Q2 | $52K | Hold |
803
| – | – | 0.05% | 208 |
|
|
2022
Q1 | $63K | Hold |
803
| – | – | 0.05% | 189 |
|
|
2021
Q4 | $67 | Hold |
803
| – | – | 0.04% | 146 |
|
|
2021
Q3 | $63K | Hold |
803
| – | – | 0.07% | 141 |
|
|
2021
Q2 | $64K | Hold |
803
| – | – | 0.07% | 142 |
|
|
2021
Q1 | $59K | Hold |
803
| – | – | 0.07% | 142 |
|
|
2020
Q4 | $55K | Hold |
803
| – | – | 0.06% | 139 |
|
|
2020
Q3 | $46K | Hold |
803
| – | – | 0.05% | 149 |
|
|
2020
Q2 | $43K | Buy |
803
+215
| +37% | +$11.5K | 0.04% | 156 |
|
|
2020
Q1 | $25K | Hold |
588
| – | – | 0.02% | 185 |
|
|
2019
Q4 | $35K | Hold |
588
| – | – | 0.02% | 191 |
|
|
2019
Q3 | $33K | Hold |
588
| – | – | 0.02% | 192 |
|
|
2019
Q2 | $33K | Hold |
588
| – | – | 0.02% | 188 |
|
|
2019
Q1 | $32K | Hold |
588
| – | – | 0.02% | 193 |
|
|
2018
Q4 | $27K | Buy |
+588
| New | +$27K | 0.02% | 193 |
|