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FirstMerit Bank N.A. Trustee’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

FirstMerit Bank N.A. Trustee’s Portfolio IJS Stock Details IJS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-3,744
Closed -$217K – 312
2014
Q2 		$217K Hold
3,744
– – 0.02% 288
2014
Q1 		$213K Buy
+3,744
New +$207K 0.02% 285

Other funds holding IJS

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

FirstMerit Bank N.A. Trustee's IJS Position: Q3 2014 in Review

FirstMerit Bank N.A. Trustee sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q3 2014, closing a stake of 3,744 shares — an estimated $217K sold.

FirstMerit Bank N.A. Trustee first reported a position in IJS in Q1 2014 and held it in 2 quarters. The position peaked at $217K in Q2 2014. 225 funds tracked by Wall St. Rank hold IJS as of Q3 2014.

  • FirstMerit Bank N.A. Trustee reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q3 2014 after selling out during the quarter.
  • FirstMerit Bank N.A. Trustee sold 3,744 iShares S&P Small-Cap 600 Value ETF shares in Q3 2014, an estimated $217K.
  • FirstMerit Bank N.A. Trustee first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2014 and held it in 2 quarters.
  • FirstMerit Bank N.A. Trustee's iShares S&P Small-Cap 600 Value ETF position peaked at $217K in Q2 2014.
  • 225 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2014.

Based on FirstMerit Bank N.A. Trustee's 13F filing for Q3 2014, filed 29 Oct 2014.