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Chemical Bank’s iShares Russell 2000 ETF IWM Stock Holding History

Chemical Bank’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		$3.02M Sell
19,408
-878
-4% -$135K 0.34% 72
2019
Q1 		$3.1M Buy
20,286
+406
+2% +$61K 0.35% 69
2018
Q4 		$2.66M Buy
19,880
+838
+4% +$125K 0.33% 71
2018
Q3 		$3.21M Buy
19,042
+990
+5% +$167K 0.33% 75
2018
Q2 		$2.96M Buy
18,052
+240
+1% +$38.4K 0.32% 76
2018
Q1 		$2.7M Buy
17,812
+144
+0.8% +$22.2K 0.3% 80
2017
Q4 		$2.69M Buy
17,668
+782
+5% +$117K 0.29% 82
2017
Q3 		$2.5M Sell
16,886
-201
-1% -$28.3K 0.28% 84
2017
Q2 		$2.41M Buy
17,087
+2,593
+18% +$359K 0.26% 89
2017
Q1 		$1.99M Buy
14,494
+59
+0.4% +$8.06K 0.22% 105
2016
Q4 		$1.95M Sell
14,435
-280
-2% -$35.8K 0.22% 107
2016
Q3 		$1.83M Buy
14,715
+100
+0.7% +$12.2K 0.25% 94
2016
Q2 		$1.68M Sell
14,615
-140
-0.9% -$15.8K 0.23% 101
2016
Q1 		$1.63M Sell
14,755
-26
-0.2% -$2.69K 0.23% 101
2015
Q4 		$1.67M Sell
14,781
-4
-0% -$461 0.23% 102
2015
Q3 		$1.61M Buy
14,785
+644
+5% +$76.4K 0.23% 110
2015
Q2 		$1.76M Buy
14,141
+663
+5% +$82.8K 0.23% 102
2015
Q1 		$1.68M Sell
13,478
-320
-2% -$38.6K 0.22% 111
2014
Q4 		$1.65M Buy
13,798
+3,076
+29% +$352K 0.22% 115
2014
Q3 		$1.17M Buy
10,722
+23
+0.2% +$2.63K 0.2% 112
2014
Q2 		$1.27M Buy
10,699
+90
+0.8% +$10.2K 0.22% 107
2014
Q1 		$1.24M Buy
10,609
+726
+7% +$83.8K 0.22% 109
2013
Q4 		$1.14M Buy
9,883
+4,417
+81% +$488K 0.2% 112
2013
Q3 		$583K Buy
+5,466
New +$565K 0.11% 171

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Chemical Bank's IWM Position: Q2 2019 in Review

Chemical Bank reduced its iShares Russell 2000 ETF (IWM) stake by 4.3% in Q2 2019, selling an estimated $135K and leaving 19,408 shares worth $3.02M. The position accounts for 0.34% of the portfolio, ranked #72.

Chemical Bank first reported a position in IWM in Q3 2013 and has held it in 24 quarters since. The position peaked at $3.21M in Q3 2018. 1,369 funds tracked by Wall St. Rank hold IWM as of Q2 2019.

  • Chemical Bank held 19,408 shares of iShares Russell 2000 ETF worth $3.02M as of Q2 2019.
  • Chemical Bank sold 878 iShares Russell 2000 ETF shares in Q2 2019, an estimated $135K.
  • iShares Russell 2000 ETF made up 0.34% of Chemical Bank's portfolio in Q2 2019, its #72 holding.
  • Chemical Bank first reported a position in iShares Russell 2000 ETF in Q3 2013 and has held it in 24 quarters since.
  • Chemical Bank's iShares Russell 2000 ETF position peaked at $3.21M in Q3 2018.
  • 1,369 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2019.

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