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Chemical Bank’s iShares Core S&P 500 ETF IVV Stock Holding History

Chemical Bank’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		$8.03M Buy
27,249
+274
+1% +$79.4K 0.91% 30
2019
Q1 		$7.68M Sell
26,975
-491
-2% -$134K 0.87% 32
2018
Q4 		$6.91M Buy
27,466
+632
+2% +$172K 0.86% 31
2018
Q3 		$7.86M Sell
26,834
-1,033
-4% -$296K 0.81% 29
2018
Q2 		$7.61M Buy
27,867
+85
+0.3% +$23.1K 0.82% 26
2018
Q1 		$7.37M Buy
27,782
+433
+2% +$119K 0.81% 26
2017
Q4 		$7.35M Sell
27,349
-22
-0.1% -$5.76K 0.79% 27
2017
Q3 		$6.92M Sell
27,371
-268
-1% -$66.6K 0.77% 30
2017
Q2 		$6.73M Sell
27,639
-297
-1% -$71.7K 0.73% 32
2017
Q1 		$6.63M Sell
27,936
-563
-2% -$132K 0.74% 30
2016
Q4 		$6.41M Sell
28,499
-108
-0.4% -$23.7K 0.73% 28
2016
Q3 		$6.22M Sell
28,607
-56
-0.2% -$12.2K 0.84% 22
2016
Q2 		$6.03M Sell
28,663
-181
-0.6% -$37.8K 0.83% 24
2016
Q1 		$5.96M Sell
28,844
-484
-2% -$94.9K 0.84% 24
2015
Q4 		$6.01M Sell
29,328
-1,272
-4% -$263K 0.84% 25
2015
Q3 		$5.9M Sell
30,600
-414
-1% -$84.5K 0.85% 26
2015
Q2 		$6.43M Buy
31,014
+1,226
+4% +$260K 0.85% 27
2015
Q1 		$6.19M Buy
29,788
+2,392
+9% +$497K 0.81% 28
2014
Q4 		$5.67M Buy
27,396
+422
+2% +$85.4K 0.74% 33
2014
Q3 		$5.35M Buy
26,974
+12
+0% +$2.39K 0.93% 18
2014
Q2 		$5.31M Buy
26,962
+267
+1% +$51.1K 0.9% 17
2014
Q1 		$5.02M Buy
26,695
+2,151
+9% +$397K 0.9% 18
2013
Q4 		$4.56M Buy
24,544
+4,175
+20% +$743K 0.81% 23
2013
Q3 		$3.44M Buy
+20,369
New +$3.43M 0.67% 33

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Chemical Bank's IVV Position: Q2 2019 in Review

Chemical Bank increased its iShares Core S&P 500 ETF (IVV) stake by 1% in Q2 2019, buying an estimated $79.4K and bringing the position to 27,249 shares worth $8.03M. The position accounts for 0.91% of the portfolio, ranked #30.

Chemical Bank first reported a position in IVV in Q3 2013 and has held it in 24 quarters since. 1,626 funds tracked by Wall St. Rank hold IVV as of Q2 2019.

  • Chemical Bank held 27,249 shares of iShares Core S&P 500 ETF worth $8.03M as of Q2 2019.
  • Chemical Bank bought 274 iShares Core S&P 500 ETF shares in Q2 2019, an estimated $79.4K.
  • iShares Core S&P 500 ETF made up 0.91% of Chemical Bank's portfolio in Q2 2019, its #30 holding.
  • Chemical Bank first reported a position in iShares Core S&P 500 ETF in Q3 2013 and has held it in 24 quarters since.
  • 1,626 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2019.

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