Chicago Wealth Management, Inc. Buys iShares Short Treasury Bond ETF, Invesco S&P 500 Low Volatility, Sells iShares International Select Dividend, iShares Select Dividend ETF, Vanguard Growth

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Apr 24, 2020
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Investment company Chicago Wealth Management, Inc. (Current Portfolio) buys iShares Short Treasury Bond ETF, Invesco S&P 500 Low Volatility, sells iShares International Select Dividend, iShares Select Dividend ETF, Vanguard Growth, Vanguard Short-Term Corporate Bond ETF, iShares Russell Mid-cap Value during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Chicago Wealth Management, Inc.. As of 2020Q1, Chicago Wealth Management, Inc. owns 10 stocks with a total value of $85 million. These are the details of the buys and sells.

For the details of Chicago Wealth Management, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/chicago+wealth+management%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of Chicago Wealth Management, Inc.
  1. iShares Short Treasury Bond ETF (SHV) - 556,695 shares, 73.02% of the total portfolio. Shares added by 984.56%
  2. SPDR Select Sector Fund - Health Care (XLV) - 106,865 shares, 11.18% of the total portfolio. Shares reduced by 0.96%
  3. SPDR Select Sector Fund - Consumer Staples (XLP) - 146,796 shares, 9.45% of the total portfolio. Shares reduced by 0.62%
  4. Vanguard Short-Term Bond (BSV) - 20,527 shares, 1.99% of the total portfolio. Shares added by 2.12%
  5. Apple Inc (AAPL) - 3,244 shares, 0.97% of the total portfolio. Shares added by 0.19%
Added: iShares Short Treasury Bond ETF (SHV)

Chicago Wealth Management, Inc. added to a holding in iShares Short Treasury Bond ETF by 984.56%. The purchase prices were between $110.45 and $111.07, with an estimated average price of $110.66. The stock is now traded at around $110.90. The impact to a portfolio due to this purchase was 66.29%. The holding were 556,695 shares as of .

Added: Invesco S&P 500 Low Volatility (SPLV)

Chicago Wealth Management, Inc. added to a holding in Invesco S&P 500 Low Volatility by 290.59%. The purchase prices were between $39.35 and $62.03, with an estimated average price of $56.39. The stock is now traded at around $49.13. The impact to a portfolio due to this purchase was 0.64%. The holding were 15,440 shares as of .

Sold Out: iShares International Select Dividend (IDV)

Chicago Wealth Management, Inc. sold out a holding in iShares International Select Dividend. The sale prices were between $18.85 and $32.78, with an estimated average price of $29.1.

Sold Out: iShares Select Dividend ETF (DVY)

Chicago Wealth Management, Inc. sold out a holding in iShares Select Dividend ETF. The sale prices were between $61.82 and $105.84, with an estimated average price of $94.35.

Sold Out: Vanguard Growth (VUG)

Chicago Wealth Management, Inc. sold out a holding in Vanguard Growth. The sale prices were between $137.53 and $201.6, with an estimated average price of $180.87.

Sold Out: Vanguard Short-Term Corporate Bond ETF (VCSH)

Chicago Wealth Management, Inc. sold out a holding in Vanguard Short-Term Corporate Bond ETF. The sale prices were between $71.75 and $82.34, with an estimated average price of $80.57.

Sold Out: iShares Russell Mid-cap Value (IWS)

Chicago Wealth Management, Inc. sold out a holding in iShares Russell Mid-cap Value. The sale prices were between $53.85 and $95.87, with an estimated average price of $84.73.

Sold Out: iShares Russell Midcap Growth (IWP)

Chicago Wealth Management, Inc. sold out a holding in iShares Russell Midcap Growth. The sale prices were between $104.45 and $162.86, with an estimated average price of $145.49.



Here is the complete portfolio of Chicago Wealth Management, Inc.. Also check out:

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