Chicago Wealth Management, Inc. Buys iShares Short Treasury Bond ETF, iShares PHLX SOX Semiconductor Sector Index Fund, Alerian MLP ETF, Sells iShares Core MSCI Emerging Markets ETF, VanEck Gold Miners ETF, iShares Select Dividend ETF

Investment company Chicago Wealth Management, Inc. (Current Portfolio) buys iShares Short Treasury Bond ETF, iShares PHLX SOX Semiconductor Sector Index Fund, Alerian MLP ETF, VanEck Junior Gold Miners ETF, SPDR Dividend ETF, sells iShares Core MSCI Emerging Markets ETF, VanEck Gold Miners ETF, iShares Select Dividend ETF, Vanguard Small Cap Value ETF, iShares MSCI EM ESG Select ETF during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Chicago Wealth Management, Inc.. As of 2021Q3, Chicago Wealth Management, Inc. owns 40 stocks with a total value of $137 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. BTC iShares Core MSCI EAFE ETF (IEFA) - 236,299 shares, 12.79% of the total portfolio. Shares added by 2.18%
  2. iShares Short Treasury Bond ETF (SHV) - 107,067 shares, 8.62% of the total portfolio. Shares added by 469.72%
  3. iShares Russell 2000 Value ETF (IWN) - 55,071 shares, 6.43% of the total portfolio. Shares added by 0.80%
  4. iShares Russell 1000 Growth ETF (IWF) - 32,010 shares, 6.40% of the total portfolio. Shares added by 1.49%
  5. Financial Select Sector SPDR (XLF) - 224,008 shares, 6.13% of the total portfolio. Shares added by 2.81%
New Purchase: iShares PHLX SOX Semiconductor Sector Index Fund (SOXX)

Chicago Wealth Management, Inc. initiated holding in iShares PHLX SOX Semiconductor Sector Index Fund. The purchase prices were between $425.28 and $475.44, with an estimated average price of $454.95. The stock is now traded at around $506.570000. The impact to a portfolio due to this purchase was 5.19%. The holding were 15,962 shares as of 2021-09-30.

New Purchase: Alerian MLP ETF (AMLP)

Chicago Wealth Management, Inc. initiated holding in Alerian MLP ETF. The purchase prices were between $31.16 and $36.22, with an estimated average price of $33.07. The stock is now traded at around $34.520000. The impact to a portfolio due to this purchase was 3.99%. The holding were 164,274 shares as of 2021-09-30.

New Purchase: VanEck Junior Gold Miners ETF (GDXJ)

Chicago Wealth Management, Inc. initiated holding in VanEck Junior Gold Miners ETF. The purchase prices were between $37.42 and $47.46, with an estimated average price of $42.91. The stock is now traded at around $46.160000. The impact to a portfolio due to this purchase was 3.75%. The holding were 134,195 shares as of 2021-09-30.

New Purchase: SPDR Dividend ETF (SDY)

Chicago Wealth Management, Inc. initiated holding in SPDR Dividend ETF. The purchase prices were between $117.12 and $124.88, with an estimated average price of $121.74. The stock is now traded at around $126.110000. The impact to a portfolio due to this purchase was 0.37%. The holding were 4,326 shares as of 2021-09-30.

Added: iShares Short Treasury Bond ETF (SHV)

Chicago Wealth Management, Inc. added to a holding in iShares Short Treasury Bond ETF by 469.72%. The purchase prices were between $110.46 and $110.49, with an estimated average price of $110.48. The stock is now traded at around $110.445000. The impact to a portfolio due to this purchase was 7.11%. The holding were 107,067 shares as of 2021-09-30.

Sold Out: iShares Core MSCI Emerging Markets ETF (IEMG)

Chicago Wealth Management, Inc. sold out a holding in iShares Core MSCI Emerging Markets ETF. The sale prices were between $60.55 and $66.68, with an estimated average price of $63.66.

Sold Out: VanEck Gold Miners ETF (GDX)

Chicago Wealth Management, Inc. sold out a holding in VanEck Gold Miners ETF. The sale prices were between $28.91 and $35.09, with an estimated average price of $32.58.

Sold Out: Vanguard Small Cap Value ETF (VBR)

Chicago Wealth Management, Inc. sold out a holding in Vanguard Small Cap Value ETF. The sale prices were between $162.03 and $175.05, with an estimated average price of $170.58.

Sold Out: iShares MSCI EM ESG Select ETF (ESGE)

Chicago Wealth Management, Inc. sold out a holding in iShares MSCI EM ESG Select ETF. The sale prices were between $40.74 and $44.79, with an estimated average price of $42.74.

Sold Out: Nuveen ESG Small-Cap ETF (NUSC)

Chicago Wealth Management, Inc. sold out a holding in Nuveen ESG Small-Cap ETF. The sale prices were between $42.25 and $45.47, with an estimated average price of $44.13.

Sold Out: Vanguard Small Cap ETF (VB)

Chicago Wealth Management, Inc. sold out a holding in Vanguard Small Cap ETF. The sale prices were between $211.35 and $228.82, with an estimated average price of $221.78.



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