FirstMerit Bank N.A. Trustee’s iShares Russell 1000 ETF IWB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	$8.81M	Buy	75,380 +34,700	+85%	+$4M	0.71%	42
2016 Q1	$4.64M	Hold	40,680	–	–	0.39%	69
2015 Q4	$4.61M	Sell	40,680 -6,873	-14%	-$786K	0.39%	69
2015 Q3	$5.09M	Sell	47,553 -23,670	-33%	-$2.69M	0.45%	60
2015 Q2	$8.27M	Sell	71,223 -31,000	-30%	-$3.66M	0.68%	41
2015 Q1	$11.8M	Hold	102,223	–	–	0.97%	30
2014 Q4	$11.7M	Sell	102,223 -27,047	-21%	-$3.03M	0.96%	29
2014 Q3	$14.2M	Sell	129,270 -8,800	-6%	-$973K	1.19%	18
2014 Q2	$15.2M	Sell	138,070 -5,087	-4%	-$541K	1.27%	17
2014 Q1	$15M	Buy	143,157 +15,868	+12%	+$1.63M	1.3%	18
2013 Q4	$13.1M	Sell	127,289 -34,071	-21%	-$3.37M	1.16%	23
2013 Q3	$15.2M	Sell	161,360 -54,783	-25%	-$5.12M	1.4%	17
2013 Q2	$19.4M	Buy	+216,143	New	+$19.4M	1.84%	12

Other funds holding IWB

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

SAC

Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

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

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

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

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

FirstMerit Bank N.A. Trustee increased its iShares Russell 1000 ETF (IWB) stake by 85% in Q2 2016, buying an estimated $4M and bringing the position to 75,380 shares worth $8.81M. The position accounts for 0.71% of the portfolio, ranked #42.

FirstMerit Bank N.A. Trustee first reported a position in IWB in Q2 2013 and has held it in 13 quarters since. The position peaked at $19.4M in Q2 2013. 445 funds tracked by Wall St. Rank hold IWB as of Q2 2016.

FirstMerit Bank N.A. Trustee held 75,380 shares of iShares Russell 1000 ETF worth $8.81M as of Q2 2016.
FirstMerit Bank N.A. Trustee bought 34,700 iShares Russell 1000 ETF shares in Q2 2016, an estimated $4M.
iShares Russell 1000 ETF made up 0.71% of FirstMerit Bank N.A. Trustee's portfolio in Q2 2016, its #42 holding.
FirstMerit Bank N.A. Trustee first reported a position in iShares Russell 1000 ETF in Q2 2013 and has held it in 13 quarters since.
FirstMerit Bank N.A. Trustee's iShares Russell 1000 ETF position peaked at $19.4M in Q2 2013.
445 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2016.

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