Chemical Bank’s iShares Russell 1000 Value ETF IWD Stock Holding History

Chemical Bank’s Portfolio IWD Stock Details IWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	$401K	Buy	3,149 +559	+22%	+$70K	0.05%	276
2019 Q1	$320K	Sell	2,590 -85	-3%	-$10.2K	0.04%	297
2018 Q4	$297K	Sell	2,675 -625	-19%	-$74.9K	0.04%	300
2018 Q3	$418K	Sell	3,300 -121	-4%	-$15.2K	0.04%	279
2018 Q2	$415K	Sell	3,421 -7	-0.2%	-$851	0.04%	273
2018 Q1	$411K	Buy	3,428 +336	+11%	+$41.9K	0.04%	269
2017 Q4	$384K	Buy	3,092 +135	+5%	+$16.4K	0.04%	281
2017 Q3	$350K	Buy	2,957 +43	+1%	+$5.01K	0.04%	287
2017 Q2	$339K	Buy	2,914 +1,004	+53%	+$116K	0.04%	303
2017 Q1	$220K	Buy	+1,910	New	+$219K	0.02%	345

Other funds holding IWD

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

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

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

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

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Chemical Bank's IWD Position: Q2 2019 in Review

Chemical Bank increased its iShares Russell 1000 Value ETF (IWD) stake by 22% in Q2 2019, buying an estimated $70K and bringing the position to 3,149 shares worth $401K. The position accounts for 0.05% of the portfolio, ranked #276.

Chemical Bank first reported a position in IWD in Q1 2017 and has held it in 10 quarters since. The position peaked at $418K in Q3 2018. 966 funds tracked by Wall St. Rank hold IWD as of Q2 2019.

Chemical Bank held 3,149 shares of iShares Russell 1000 Value ETF worth $401K as of Q2 2019.
Chemical Bank bought 559 iShares Russell 1000 Value ETF shares in Q2 2019, an estimated $70K.
iShares Russell 1000 Value ETF made up 0.05% of Chemical Bank's portfolio in Q2 2019, its #276 holding.
Chemical Bank first reported a position in iShares Russell 1000 Value ETF in Q1 2017 and has held it in 10 quarters since.
Chemical Bank's iShares Russell 1000 Value ETF position peaked at $418K in Q3 2018.
966 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2019.

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