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Rikoon Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Rikoon Group’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		$367K Hold
5,637
– – 0.1% 176
2020
Q4 		$360K Buy
5,637
+13
+0.2% +$788 0.1% 168
2020
Q3 		$325K Sell
5,624
-148
-3% -$8.38K 0.1% 157
2020
Q2 		$299K Buy
5,772
+32
+0.6% +$1.53K 0.1% 163
2020
Q1 		$237K Hold
5,740
– – 0.1% 162
2019
Q4 		$278K Buy
5,740
+52
+0.9% +$2.41K 0.1% 179
2019
Q3 		$256K Hold
5,688
– – 0.09% 171
2019
Q2 		$255K Buy
5,688
+24
+0.4% +$1.06K 0.09% 176
2019
Q1 		$244K Buy
5,664
+176
+3% +$7.21K 0.09% 178
2018
Q4 		$207K Buy
5,488
+36
+0.7% +$1.46K 0.09% 188
2018
Q3 		$241K Buy
5,452
+16
+0.3% +$688 0.09% 188
2018
Q2 		$222K Sell
5,436
-816
-13% -$32.8K 0.08% 193
2018
Q1 		$236K Buy
6,252
+832
+15% +$33.2K 0.1% 179
2017
Q4 		$207K Sell
5,420
-2,460
-31% -$91.9K 0.09% 164
2017
Q3 		$283K Buy
7,880
+16
+0.2% +$564 0.12% 137
2017
Q2 		$269K Hold
7,864
– – 0.12% 139
2017
Q1 		$264K Buy
7,864
+20
+0.3% +$642 0.12% 147
2016
Q4 		$250K Buy
7,844
+40
+0.5% +$1.21K 0.11% 151
2016
Q3 		$237K Buy
+7,804
New +$237K 0.19% 116

Other funds holding IVW

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Rikoon Group's IVW Position: Q1 2021 in Review

Rikoon Group held its iShares S&P 500 Growth ETF (IVW) position steady in Q1 2021 at 5,637 shares worth $367K. The position accounts for 0.1% of the portfolio, ranked #176.

Rikoon Group first reported a position in IVW in Q3 2016 and has held it in 19 quarters since. 1,100 funds tracked by Wall St. Rank hold IVW as of Q1 2021.

  • Rikoon Group held 5,637 shares of iShares S&P 500 Growth ETF worth $367K as of Q1 2021.
  • Rikoon Group left its iShares S&P 500 Growth ETF share count unchanged in Q1 2021.
  • iShares S&P 500 Growth ETF made up 0.1% of Rikoon Group's portfolio in Q1 2021, its #176 holding.
  • Rikoon Group first reported a position in iShares S&P 500 Growth ETF in Q3 2016 and has held it in 19 quarters since.
  • 1,100 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2021.

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