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Rikoon Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Rikoon Group’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-3,263
Closed -$374K – 167
2017
Q1 		$374K Hold
3,263
– – 0.17% 122
2016
Q4 		$373K Buy
3,263
+32
+1% +$3.46K 0.16% 118
2016
Q3 		$341K Buy
+3,231
New +$341K 0.27% 92

Other funds holding IWD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Rikoon Group's IWD Position: Q2 2017 in Review

Rikoon Group sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2017, closing a stake of 3,263 shares — an estimated $374K sold.

Rikoon Group first reported a position in IWD in Q3 2016 and held it in 3 quarters. The position peaked at $374K in Q1 2017. 698 funds tracked by Wall St. Rank hold IWD as of Q2 2017.

  • Rikoon Group reported no remaining iShares Russell 1000 Value ETF position as of Q2 2017 after selling out during the quarter.
  • Rikoon Group sold 3,263 iShares Russell 1000 Value ETF shares in Q2 2017, an estimated $374K.
  • Rikoon Group first reported a position in iShares Russell 1000 Value ETF in Q3 2016 and held it in 3 quarters.
  • Rikoon Group's iShares Russell 1000 Value ETF position peaked at $374K in Q1 2017.
  • 698 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2017.

Based on Rikoon Group's 13F filing for Q2 2017, filed 18 Aug 2017.