Chemical Bank’s iShares S&P 500 Growth ETF IVW Stock Holding History

Chemical Bank’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	$335K	Hold	7,468	–	–	0.04%	293
2019 Q1	$322K	Buy	7,468 +20	+0.3%	+$819	0.04%	294
2018 Q4	$281K	Sell	7,448 -220	-3%	-$8.9K	0.03%	307
2018 Q3	$340K	Buy	+7,668	New	+$330K	0.04%	304

Other funds holding IVW

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Chemical Bank's IVW Position: Q2 2019 in Review

Chemical Bank held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2019 at 7,468 shares worth $335K. The position accounts for 0.04% of the portfolio, ranked #293.

Chemical Bank first reported a position in IVW in Q3 2018 and has held it in 4 quarters since. The position peaked at $340K in Q3 2018. 870 funds tracked by Wall St. Rank hold IVW as of Q2 2019.

Chemical Bank held 7,468 shares of iShares S&P 500 Growth ETF worth $335K as of Q2 2019.
Chemical Bank left its iShares S&P 500 Growth ETF share count unchanged in Q2 2019.
iShares S&P 500 Growth ETF made up 0.04% of Chemical Bank's portfolio in Q2 2019, its #293 holding.
Chemical Bank first reported a position in iShares S&P 500 Growth ETF in Q3 2018 and has held it in 4 quarters since.
Chemical Bank's iShares S&P 500 Growth ETF position peaked at $340K in Q3 2018.
870 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2019.

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