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Chemical Bank’s iShares US Financials ETF IYF Stock Holding History

Chemical Bank’s Portfolio IYF Stock Details IYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		$320K Buy
5,096
+340
+7% +$20.9K 0.04% 299
2019
Q1 		$281K Hold
4,756
– – 0.03% 312
2018
Q4 		$253K Sell
4,756
-410
-8% -$23.5K 0.03% 313
2018
Q3 		$314K Hold
5,166
– – 0.03% 316
2018
Q2 		$303K Sell
5,166
-1,270
-20% -$75.6K 0.03% 308
2018
Q1 		$379K Buy
6,436
+120
+2% +$7.28K 0.04% 277
2017
Q4 		$377K Hold
6,316
– – 0.04% 283
2017
Q3 		$354K Buy
6,316
+932
+17% +$50.8K 0.04% 286
2017
Q2 		$289K Buy
5,384
+490
+10% +$25.6K 0.03% 321
2017
Q1 		$255K Sell
4,894
-110
-2% -$5.74K 0.03% 329
2016
Q4 		$254K Hold
5,004
– – 0.03% 315
2016
Q3 		$225K Sell
5,004
-352
-7% -$15.8K 0.03% 302
2016
Q2 		$230K Buy
5,356
+278
+5% +$12K 0.03% 300
2016
Q1 		$215K Sell
5,078
-482
-9% -$19.5K 0.03% 301
2015
Q4 		$246K Sell
5,560
-590
-10% -$26.3K 0.03% 293
2015
Q3 		$259K Sell
6,150
-130
-2% -$5.8K 0.04% 284
2015
Q2 		$282K Sell
6,280
-50
-0.8% -$2.26K 0.04% 288
2015
Q1 		$282K Sell
6,330
-426
-6% -$18.9K 0.04% 285
2014
Q4 		$305K Sell
6,756
-870
-11% -$37.8K 0.04% 274
2014
Q3 		$319K Hold
7,626
– – 0.06% 243
2014
Q2 		$317K Sell
7,626
-1,090
-13% -$44.3K 0.05% 238
2014
Q1 		$356K Sell
8,716
-204
-2% -$8.15K 0.06% 229
2013
Q4 		$358K Buy
8,920
+2,120
+31% +$81.7K 0.06% 228
2013
Q3 		$249K Buy
+6,800
New +$252K 0.05% 259

Other funds holding IYF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $646M AUM 32.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Chemical Bank's IYF Position: Q2 2019 in Review

Chemical Bank increased its iShares US Financials ETF (IYF) stake by 7.1% in Q2 2019, buying an estimated $20.9K and bringing the position to 5,096 shares worth $320K. The position accounts for 0.04% of the portfolio, ranked #299.

Chemical Bank first reported a position in IYF in Q3 2013 and has held it in 24 quarters since. The position peaked at $379K in Q1 2018. 226 funds tracked by Wall St. Rank hold IYF as of Q2 2019.

  • Chemical Bank held 5,096 shares of iShares US Financials ETF worth $320K as of Q2 2019.
  • Chemical Bank bought 340 iShares US Financials ETF shares in Q2 2019, an estimated $20.9K.
  • iShares US Financials ETF made up 0.04% of Chemical Bank's portfolio in Q2 2019, its #299 holding.
  • Chemical Bank first reported a position in iShares US Financials ETF in Q3 2013 and has held it in 24 quarters since.
  • Chemical Bank's iShares US Financials ETF position peaked at $379K in Q1 2018.
  • 226 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2019.

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