Chemical Bank’s iShares Russell 2000 Value ETF IWN Stock Holding History

Chemical Bank’s Portfolio IWN Stock Details IWN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	$638K	Hold	5,294	–	–	0.07%	221
2019 Q1	$635K	Buy	5,294 +156	+3%	+$18.6K	0.07%	216
2018 Q4	$553K	Buy	5,138 +40	+0.8%	+$4.81K	0.07%	220
2018 Q3	$678K	Hold	5,098	–	–	0.07%	222
2018 Q2	$673K	Sell	5,098 -9	-0.2%	-$1.16K	0.07%	214
2018 Q1	$622K	Sell	5,107 -535	-9%	-$67K	0.07%	225
2017 Q4	$709K	Buy	5,642 +101	+2%	+$12.6K	0.08%	206
2017 Q3	$688K	Hold	5,541	–	–	0.08%	208
2017 Q2	$659K	Sell	5,541 -30	-0.5%	-$3.53K	0.07%	218
2017 Q1	$658K	Sell	5,571 -265	-5%	-$31.4K	0.07%	207
2016 Q4	$694K	Buy	5,836 +1,636	+39%	+$181K	0.08%	196
2016 Q3	$440K	Hold	4,200	–	–	0.06%	229
2016 Q2	$409K	Sell	4,200 -22	-0.5%	-$2.1K	0.06%	235
2016 Q1	$393K	Buy	4,222 +125	+3%	+$10.8K	0.06%	239
2015 Q4	$377K	Buy	+4,097	New	+$389K	0.05%	246

Other funds holding IWN

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

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Chemical Bank's IWN Position: Q2 2019 in Review

Chemical Bank held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2019 at 5,294 shares worth $638K. The position accounts for 0.07% of the portfolio, ranked #221.

Chemical Bank first reported a position in IWN in Q4 2015 and has held it in 15 quarters since. The position peaked at $709K in Q4 2017. 654 funds tracked by Wall St. Rank hold IWN as of Q2 2019.

Chemical Bank held 5,294 shares of iShares Russell 2000 Value ETF worth $638K as of Q2 2019.
Chemical Bank left its iShares Russell 2000 Value ETF share count unchanged in Q2 2019.
iShares Russell 2000 Value ETF made up 0.07% of Chemical Bank's portfolio in Q2 2019, its #221 holding.
Chemical Bank first reported a position in iShares Russell 2000 Value ETF in Q4 2015 and has held it in 15 quarters since.
Chemical Bank's iShares Russell 2000 Value ETF position peaked at $709K in Q4 2017.
654 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2019.

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