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Rikoon Group’s iShares Russell 2000 ETF IWM Stock Holding History

Rikoon Group’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		$5.13M Sell
23,200
-34
-0.1% -$7.42K 1.36% 18
2020
Q4 		$4.55M Buy
23,234
+18
+0.1% +$3.15K 1.27% 20
2020
Q3 		$3.48M Sell
23,216
-129
-0.6% -$19.4K 1.07% 22
2020
Q2 		$3.34M Sell
23,345
-607
-3% -$79.6K 1.12% 22
2020
Q1 		$2.74M Buy
23,952
+2,862
+14% +$427K 1.14% 21
2019
Q4 		$3.49M Buy
21,090
+172
+0.8% +$27.2K 1.2% 19
2019
Q3 		$3.17M Sell
20,918
-162
-0.8% -$24.7K 1.17% 19
2019
Q2 		$3.28M Buy
21,080
+458
+2% +$70.6K 1.22% 19
2019
Q1 		$3.16M Buy
20,622
+607
+3% +$91.2K 1.17% 19
2018
Q4 		$2.68M Buy
20,015
+2,339
+13% +$349K 1.11% 20
2018
Q3 		$2.98M Buy
17,676
+1,395
+9% +$236K 1.05% 20
2018
Q2 		$2.67M Buy
16,281
+480
+3% +$76.8K 1.02% 26
2018
Q1 		$2.34M Sell
15,801
-243
-2% -$37.5K 0.95% 29
2017
Q4 		$2.45M Buy
16,044
+712
+5% +$107K 1.01% 28
2017
Q3 		$2.27M Sell
15,332
-291
-2% -$40.9K 0.98% 29
2017
Q2 		$2.2M Sell
15,623
-74
-0.5% -$10.2K 0.98% 30
2017
Q1 		$2.18M Sell
15,697
-177
-1% -$24.2K 0.96% 30
2016
Q4 		$2.19M Buy
15,874
+3,370
+27% +$431K 0.96% 30
2016
Q3 		$1.55M Buy
+12,504
New +$1.52M 1.23% 28

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Rikoon Group's IWM Position: Q1 2021 in Review

Rikoon Group reduced its iShares Russell 2000 ETF (IWM) stake by 0.15% in Q1 2021, selling an estimated $7.42K and leaving 23,200 shares worth $5.13M. The position accounts for 1.36% of the portfolio, ranked #18.

Rikoon Group first reported a position in IWM in Q3 2016 and has held it in 19 quarters since. 1,820 funds tracked by Wall St. Rank hold IWM as of Q1 2021.

  • Rikoon Group held 23,200 shares of iShares Russell 2000 ETF worth $5.13M as of Q1 2021.
  • Rikoon Group sold 34 iShares Russell 2000 ETF shares in Q1 2021, an estimated $7.42K.
  • iShares Russell 2000 ETF made up 1.36% of Rikoon Group's portfolio in Q1 2021, its #18 holding.
  • Rikoon Group first reported a position in iShares Russell 2000 ETF in Q3 2016 and has held it in 19 quarters since.
  • 1,820 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2021.

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