Chemical Bank’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Chemical Bank’s Portfolio IJJ Stock Details IJJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	$3.81M	Buy	47,784 +530	+1%	+$42K	0.43%	62
2019 Q1	$3.71M	Buy	47,254 +1,294	+3%	+$100K	0.42%	64
2018 Q4	$3.18M	Sell	45,960 -788	-2%	-$60.2K	0.39%	66
2018 Q3	$3.91M	Buy	46,748 +120	+0.3%	+$10K	0.41%	64
2018 Q2	$3.78M	Buy	46,628 +330	+0.7%	+$26.4K	0.41%	63
2018 Q1	$3.58M	Buy	46,298 +260	+0.6%	+$20.6K	0.39%	62
2017 Q4	$3.69M	Buy	46,038 +1,350	+3%	+$105K	0.4%	61
2017 Q3	$3.41M	Buy	44,688 +2,278	+5%	+$169K	0.38%	66
2017 Q2	$3.15M	Sell	42,410 -1,130	-3%	-$83.5K	0.34%	70
2017 Q1	$3.23M	Sell	43,540 -196	-0.4%	-$14.5K	0.36%	67
2016 Q4	$3.17M	Sell	43,736 -1,240	-3%	-$85.8K	0.36%	67
2016 Q3	$2.99M	Sell	44,976 -50	-0.1%	-$3.3K	0.4%	60
2016 Q2	$2.88M	Buy	45,026 +400	+0.9%	+$25.2K	0.4%	63
2016 Q1	$2.77M	Buy	44,626 +1,470	+3%	+$83.3K	0.39%	61
2015 Q4	$2.53M	Sell	43,156 -7,520	-15%	-$455K	0.35%	75
2015 Q3	$2.92M	Sell	50,676 -470	-0.9%	-$28.8K	0.42%	61
2015 Q2	$3.3M	Buy	51,146 +1,842	+4%	+$122K	0.44%	60
2015 Q1	$3.23M	Sell	49,304 -870	-2%	-$55.9K	0.42%	62
2014 Q4	$3.21M	Buy	+50,174	New	+$3.11M	0.42%	63

Other funds holding IJJ

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Chemical Bank's IJJ Position: Q2 2019 in Review

Chemical Bank increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 1.1% in Q2 2019, buying an estimated $42K and bringing the position to 47,784 shares worth $3.81M. The position accounts for 0.43% of the portfolio, ranked #62.

Chemical Bank first reported a position in IJJ in Q4 2014 and has held it in 19 quarters since. The position peaked at $3.91M in Q3 2018. 466 funds tracked by Wall St. Rank hold IJJ as of Q2 2019.

Chemical Bank held 47,784 shares of iShares S&P Mid-Cap 400 Value ETF worth $3.81M as of Q2 2019.
Chemical Bank bought 530 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2019, an estimated $42K.
iShares S&P Mid-Cap 400 Value ETF made up 0.43% of Chemical Bank's portfolio in Q2 2019, its #62 holding.
Chemical Bank first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2014 and has held it in 19 quarters since.
Chemical Bank's iShares S&P Mid-Cap 400 Value ETF position peaked at $3.91M in Q3 2018.
466 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2019.

Based on Chemical Bank's 13F filing for Q2 2019, filed 25 Jul 2019.