Chemical Bank’s iShares Russell 3000 ETF IWV Stock Holding History

Chemical Bank’s Portfolio IWV Stock Details IWV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	$387K	Hold	2,244	–	–	0.04%	278
2019 Q1	$374K	Hold	2,244	–	–	0.04%	280
2018 Q4	$330K	Buy	2,244 +85	+4%	+$13.5K	0.04%	284
2018 Q3	$372K	Hold	2,159	–	–	0.04%	291
2018 Q2	$350K	Sell	2,159 -35	-2%	-$5.63K	0.04%	295
2018 Q1	$343K	Hold	2,194	–	–	0.04%	295
2017 Q4	$347K	Sell	2,194 -75	-3%	-$11.6K	0.04%	292
2017 Q3	$339K	Sell	2,269 -400	-15%	-$58.4K	0.04%	293
2017 Q2	$384K	Sell	2,669 -272	-9%	-$38.7K	0.04%	284
2017 Q1	$411K	Sell	2,941 -80	-3%	-$11K	0.05%	266
2016 Q4	$402K	Buy	3,021 +11	+0.4%	+$1.43K	0.05%	265
2016 Q3	$386K	Hold	3,010	–	–	0.05%	247
2016 Q2	$373K	Sell	3,010 -37	-1%	-$4.52K	0.05%	251
2016 Q1	$368K	Hold	3,047	–	–	0.05%	250
2015 Q4	$367K	Buy	3,047 +50	+2%	+$6.08K	0.05%	249
2015 Q3	$341K	Hold	2,997	–	–	0.05%	255
2015 Q2	$372K	Sell	2,997 -683	-19%	-$86K	0.05%	253
2015 Q1	$456K	Hold	3,680	–	–	0.06%	236
2014 Q4	$450K	Buy	+3,680	New	+$439K	0.06%	241

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

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

Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

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

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

Chemical Bank's IWV Position: Q2 2019 in Review

Chemical Bank held its iShares Russell 3000 ETF (IWV) position steady in Q2 2019 at 2,244 shares worth $387K. The position accounts for 0.04% of the portfolio, ranked #278.

Chemical Bank first reported a position in IWV in Q4 2014 and has held it in 19 quarters since. The position peaked at $456K in Q1 2015. 453 funds tracked by Wall St. Rank hold IWV as of Q2 2019.

Chemical Bank held 2,244 shares of iShares Russell 3000 ETF worth $387K as of Q2 2019.
Chemical Bank left its iShares Russell 3000 ETF share count unchanged in Q2 2019.
iShares Russell 3000 ETF made up 0.04% of Chemical Bank's portfolio in Q2 2019, its #278 holding.
Chemical Bank first reported a position in iShares Russell 3000 ETF in Q4 2014 and has held it in 19 quarters since.
Chemical Bank's iShares Russell 3000 ETF position peaked at $456K in Q1 2015.
453 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2019.

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