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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$85.6K	Hold	520	–	–	0.1%	89
2026 Q1	$75.8K	Hold	520	–	–	0.09%	98
2025 Q4	$73.3K	Hold	520	–	–	0.09%	104
2025 Q3	$72.6K	Hold	520	–	–	0.09%	107
2025 Q2	$68.7K	Hold	520	–	–	0.09%	111
2025 Q1	$65.5K	Hold	520	–	–	0.06%	191
2024 Q4	$67.3K	Hold	520	–	–	0.06%	194
2024 Q3	$68.8K	Hold	520	–	–	0.06%	202
2024 Q2	$62.8K	Hold	520	–	–	0.06%	201
2024 Q1	$65.2K	Buy	+520	New	+$61.2K	0.05%	210
2020 Q4	–	Sell	-3,229	Closed	-$261K	–	232
2020 Q3	$261K	Hold	3,229	–	–	0.3%	63
2020 Q2	$247K	Hold	3,229	–	–	0.24%	80
2020 Q1	$207K	Hold	3,229	–	–	0.2%	83
2019 Q4	$306K	Hold	3,229	–	–	0.21%	84
2019 Q3	$290K	Hold	3,229	–	–	0.2%	89
2019 Q2	$288K	Sell	3,229 -3	-0.1%	-$263	0.2%	89
2019 Q1	$281K	Buy	3,232 +2,694	+501%	+$227K	0.21%	90
2018 Q4	$41K	Buy	+538	New	+$45K	0.03%	159

Other funds holding IWS

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

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

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

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Riverview Trust Company held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2026 at 520 shares worth $85.6K. The position accounts for 0.1% of the portfolio, ranked #89.

Riverview Trust Company first reported a position in IWS in Q4 2018 and has held it in 18 quarters since. The position peaked at $306K in Q4 2019. 1,045 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Riverview Trust Company held 520 shares of iShares Russell Mid-Cap Value ETF worth $85.6K as of Q2 2026.
Riverview Trust Company left its iShares Russell Mid-Cap Value ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Value ETF made up 0.1% of Riverview Trust Company's portfolio in Q2 2026, its #89 holding.
Riverview Trust Company first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2018 and has held it in 18 quarters since.
Riverview Trust Company's iShares Russell Mid-Cap Value ETF position peaked at $306K in Q4 2019.
1,045 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

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