Riverview Trust Company’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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 | +$65.2K | 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% | -$268 | 0.2% | 89 |
|
|
2019
Q1 | $281K | Buy |
3,232
+2,694
| +501% | +$234K | 0.21% | 90 |
|
|
2018
Q4 | $41K | Buy |
+538
| New | +$41K | 0.03% | 159 |
|