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

FirstMerit Bank N.A. Trustee’s Portfolio IJT Stock Details IJT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	$242K	Sell	3,778 -238	-6%	-$15K	0.02%	285
2016 Q1	$249K	Sell	4,016 -100	-2%	-$5.83K	0.02%	272
2015 Q4	$255K	Hold	4,116	–	–	0.02%	268
2015 Q3	$247K	Sell	4,116 -234	-5%	-$15K	0.02%	281
2015 Q2	$285K	Sell	4,350 -600	-12%	-$39.1K	0.02%	269
2015 Q1	$323K	Sell	4,950 -1,598	-24%	-$100K	0.03%	251
2014 Q4	$400K	Sell	6,548 -2,138	-25%	-$125K	0.03%	230
2014 Q3	$489K	Sell	8,686 -926	-10%	-$54.1K	0.04%	210
2014 Q2	$580K	Sell	9,612 -332	-3%	-$19.3K	0.05%	189
2014 Q1	$592K	Sell	9,944 -756	-7%	-$44.4K	0.05%	180
2013 Q4	$634K	Sell	10,700 -72	-0.7%	-$4.1K	0.06%	169
2013 Q3	$584K	Sell	10,772 -868	-7%	-$45.3K	0.05%	163
2013 Q2	$563K	Buy	+11,640	New	+$554K	0.05%	161

Other funds holding IJT

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

FirstMerit Bank N.A. Trustee's IJT Position: Q2 2016 in Review

FirstMerit Bank N.A. Trustee reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 5.9% in Q2 2016, selling an estimated $15K and leaving 3,778 shares worth $242K. The position accounts for 0.02% of the portfolio, ranked #285.

FirstMerit Bank N.A. Trustee first reported a position in IJT in Q2 2013 and has held it in 13 quarters since. The position peaked at $634K in Q4 2013. 284 funds tracked by Wall St. Rank hold IJT as of Q2 2016.

FirstMerit Bank N.A. Trustee held 3,778 shares of iShares S&P Small-Cap 600 Growth ETF worth $242K as of Q2 2016.
FirstMerit Bank N.A. Trustee sold 238 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2016, an estimated $15K.
iShares S&P Small-Cap 600 Growth ETF made up 0.02% of FirstMerit Bank N.A. Trustee's portfolio in Q2 2016, its #285 holding.
FirstMerit Bank N.A. Trustee first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2013 and has held it in 13 quarters since.
FirstMerit Bank N.A. Trustee's iShares S&P Small-Cap 600 Growth ETF position peaked at $634K in Q4 2013.
284 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2016.

Based on FirstMerit Bank N.A. Trustee's 13F filing for Q2 2016, filed 11 Jul 2016.