Chemical Bank’s iShares S&P 500 Value ETF IVE Stock Holding History

Chemical Bank’s Portfolio IVE Stock Details IVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	$219K	Hold	1,877	–	–	0.02%	334
2019 Q1	$212K	Buy	+1,877	New	+$206K	0.02%	336
2018 Q4	–	Sell	-1,907	Closed	-$221K	–	356
2018 Q3	$221K	Buy	+1,907	New	+$219K	0.02%	349

Other funds holding IVE

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Chemical Bank's IVE Position: Q2 2019 in Review

Chemical Bank held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2019 at 1,877 shares worth $219K. The position accounts for 0.02% of the portfolio, ranked #334.

Chemical Bank first reported a position in IVE in Q3 2018 and has held it in 3 quarters since. The position peaked at $221K in Q3 2018. 726 funds tracked by Wall St. Rank hold IVE as of Q2 2019.

Chemical Bank held 1,877 shares of iShares S&P 500 Value ETF worth $219K as of Q2 2019.
Chemical Bank left its iShares S&P 500 Value ETF share count unchanged in Q2 2019.
iShares S&P 500 Value ETF made up 0.02% of Chemical Bank's portfolio in Q2 2019, its #334 holding.
Chemical Bank first reported a position in iShares S&P 500 Value ETF in Q3 2018 and has held it in 3 quarters since.
Chemical Bank's iShares S&P 500 Value ETF position peaked at $221K in Q3 2018.
726 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2019.

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