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Rikoon Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Rikoon Group’s Portfolio IJH Stock Details IJH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		$1.66M Buy
31,850
+5
+0% +$250 0.44% 46
2020
Q4 		$1.46M Buy
31,845
+65
+0.2% +$2.74K 0.41% 54
2020
Q3 		$1.18M Sell
31,780
-890
-3% -$33.3K 0.36% 64
2020
Q2 		$1.16M Buy
32,670
+210
+0.6% +$6.97K 0.39% 61
2020
Q1 		$934K Buy
32,460
+925
+3% +$34.4K 0.39% 68
2019
Q4 		$1.3M Buy
31,535
+50
+0.2% +$1.98K 0.45% 60
2019
Q3 		$1.22M Sell
31,485
-65
-0.2% -$2.5K 0.45% 57
2019
Q2 		$1.23M Buy
31,550
+105
+0.3% +$4.02K 0.46% 56
2019
Q1 		$1.19M Buy
31,445
+80
+0.3% +$2.95K 0.44% 60
2018
Q4 		$1.04M Buy
31,365
+165
+0.5% +$6.02K 0.43% 60
2018
Q3 		$1.26M Buy
31,200
+90
+0.3% +$3.62K 0.44% 58
2018
Q2 		$1.22M Buy
31,110
+70
+0.2% +$2.7K 0.47% 55
2018
Q1 		$1.14M Buy
31,040
+125
+0.4% +$4.78K 0.46% 57
2017
Q4 		$1.17M Buy
30,915
+125
+0.4% +$4.62K 0.49% 59
2017
Q3 		$1.1M Buy
30,790
+75
+0.2% +$2.61K 0.48% 63
2017
Q2 		$1.07M Hold
30,715
– – 0.47% 61
2017
Q1 		$1.06M Sell
30,715
-210
-0.7% -$7.15K 0.47% 61
2016
Q4 		$1.06M Buy
30,925
+50
+0.2% +$1.59K 0.47% 61
2016
Q3 		$955K Buy
+30,875
New +$954K 0.76% 45

Other funds holding IJH

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Rikoon Group's IJH Position: Q1 2021 in Review

Rikoon Group increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.02% in Q1 2021, buying an estimated $250 and bringing the position to 31,850 shares worth $1.66M. The position accounts for 0.44% of the portfolio, ranked #46.

Rikoon Group first reported a position in IJH in Q3 2016 and has held it in 19 quarters since. 1,617 funds tracked by Wall St. Rank hold IJH as of Q1 2021.

  • Rikoon Group held 31,850 shares of iShares Core S&P Mid-Cap ETF worth $1.66M as of Q1 2021.
  • Rikoon Group bought 5 iShares Core S&P Mid-Cap ETF shares in Q1 2021, an estimated $250.
  • iShares Core S&P Mid-Cap ETF made up 0.44% of Rikoon Group's portfolio in Q1 2021, its #46 holding.
  • Rikoon Group first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2016 and has held it in 19 quarters since.
  • 1,617 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2021.

Based on Rikoon Group's 13F filing for Q1 2021, filed 14 May 2021.