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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$351K	Hold	3,180	–	–	0.42%	33
2026 Q1	$309K	Hold	3,180	–	–	0.38%	37
2025 Q4	$306K	Hold	3,180	–	–	0.37%	42
2025 Q3	$307K	Hold	3,180	–	–	0.37%	40
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%	-$9.69K	0.25%	70
2024 Q2	$267K	Sell	3,295 -100	-3%	-$8.14K	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%	+$189K	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	$67K	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%	+$10.8K	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	+$29.7K	0.02%	193

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

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

Riverview Trust Company held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 3,180 shares worth $351K. The position accounts for 0.42% of the portfolio, ranked #33.

Riverview Trust Company first reported a position in IWR in Q4 2018 and has held it in 31 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Riverview Trust Company held 3,180 shares of iShares Russell Mid-Cap ETF worth $351K as of Q2 2026.
Riverview Trust Company left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.42% of Riverview Trust Company's portfolio in Q2 2026, its #33 holding.
Riverview Trust Company first reported a position in iShares Russell Mid-Cap ETF in Q4 2018 and has held it in 31 quarters since.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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