FirstMerit Bank N.A. Trustee’s iShares Core S&P 500 ETF IVV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	$1.71M	Buy	8,118 +3,750	+86%	+$782K	0.14%	121
2016 Q1	$903K	Buy	4,368 +2,120	+94%	+$416K	0.08%	153
2015 Q4	$460K	Sell	2,248 -164	-7%	-$33.9K	0.04%	208
2015 Q3	$465K	Buy	2,412 +102	+4%	+$20.8K	0.04%	214
2015 Q2	$478K	Hold	2,310	–	–	0.04%	217
2015 Q1	$481K	Hold	2,310	–	–	0.04%	217
2014 Q4	$477K	Buy	2,310 +62	+3%	+$12.6K	0.04%	213
2014 Q3	$445K	Buy	+2,248	New	+$447K	0.04%	220
2014 Q1	–	Sell	-1,303	Closed	-$242K	–	297
2013 Q4	$242K	Buy	+1,303	New	+$232K	0.02%	266

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BOI

Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Norinchukin Bank Tokyo, Japan $8.57B AUM 20.17% 1-Year Est. Return

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

FirstMerit Bank N.A. Trustee increased its iShares Core S&P 500 ETF (IVV) stake by 86% in Q2 2016, buying an estimated $782K and bringing the position to 8,118 shares worth $1.71M. The position accounts for 0.14% of the portfolio, ranked #121.

FirstMerit Bank N.A. Trustee first reported a position in IVV in Q4 2013 and has held it in 9 quarters since. 934 funds tracked by Wall St. Rank hold IVV as of Q2 2016.

FirstMerit Bank N.A. Trustee held 8,118 shares of iShares Core S&P 500 ETF worth $1.71M as of Q2 2016.
FirstMerit Bank N.A. Trustee bought 3,750 iShares Core S&P 500 ETF shares in Q2 2016, an estimated $782K.
iShares Core S&P 500 ETF made up 0.14% of FirstMerit Bank N.A. Trustee's portfolio in Q2 2016, its #121 holding.
FirstMerit Bank N.A. Trustee first reported a position in iShares Core S&P 500 ETF in Q4 2013 and has held it in 9 quarters since.
934 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2016.

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