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

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

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

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return