Rikoon Group’s iShares Russell 1000 ETF IWB Stock Holding History

Rikoon Group’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	$201K	Buy	+900	New	+$197K	0.05%	231

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

DLIC

Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return

Rikoon Group's IWB Position: Q1 2021 in Review

Rikoon Group opened a new position in iShares Russell 1000 ETF (IWB) in Q1 2021: 900 shares worth $201K. The stake represents 0.05% of the portfolio and ranks #231 among its holdings.

921 funds tracked by Wall St. Rank hold IWB as of Q1 2021.

Rikoon Group held 900 shares of iShares Russell 1000 ETF worth $201K as of Q1 2021.
iShares Russell 1000 ETF was a new Rikoon Group position in Q1 2021.
iShares Russell 1000 ETF made up 0.05% of Rikoon Group's portfolio in Q1 2021, its #231 holding.
921 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2021.

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