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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

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Financial Engines Advisors
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return