Rikoon Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Rikoon Group’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-21,468	Closed	-$624K	–	168
2017 Q1	$624K	Hold	21,468	–	–	0.28%	96
2016 Q4	$593K	Buy	21,468 +188	+0.9%	+$4.88K	0.26%	97
2016 Q3	$554K	Buy	+21,280	New	+$553K	0.44%	68

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

Rikoon Group's IWF Position: Q2 2017 in Review

Rikoon Group sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2017, closing a stake of 21,468 shares — an estimated $624K sold.

Rikoon Group first reported a position in IWF in Q3 2016 and held it in 3 quarters. The position peaked at $624K in Q1 2017. 800 funds tracked by Wall St. Rank hold IWF as of Q2 2017.

Rikoon Group reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2017 after selling out during the quarter.
Rikoon Group sold 21,468 iShares Russell 1000 Growth ETF shares in Q2 2017, an estimated $624K.
Rikoon Group first reported a position in iShares Russell 1000 Growth ETF in Q3 2016 and held it in 3 quarters.
Rikoon Group's iShares Russell 1000 Growth ETF position peaked at $624K in Q1 2017.
800 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2017.

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