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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	$704K	Buy	+6,820	New	+$689K	0.06%	170
2014 Q2	–	Sell	-2,327	Closed	-$225K	–	305
2014 Q1	$225K	Hold	2,327	–	–	0.02%	280
2013 Q4	$219K	Buy	+2,327	New	+$211K	0.02%	273

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

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

FirstMerit Bank N.A. Trustee opened a new position in iShares Russell 1000 Value ETF (IWD) in Q2 2016: 6,820 shares worth $704K. The stake represents 0.06% of the portfolio and ranks #170 among its holdings. This is a return to the name: FirstMerit Bank N.A. Trustee previously reported a position in IWD as recently as Q1 2014.

FirstMerit Bank N.A. Trustee first reported a position in IWD in Q4 2013 and has held it in 3 quarters since. 597 funds tracked by Wall St. Rank hold IWD as of Q2 2016.

FirstMerit Bank N.A. Trustee held 6,820 shares of iShares Russell 1000 Value ETF worth $704K as of Q2 2016.
iShares Russell 1000 Value ETF was a new FirstMerit Bank N.A. Trustee position in Q2 2016.
iShares Russell 1000 Value ETF made up 0.06% of FirstMerit Bank N.A. Trustee's portfolio in Q2 2016, its #170 holding.
FirstMerit Bank N.A. Trustee first reported a position in iShares Russell 1000 Value ETF in Q4 2013 and has held it in 3 quarters since.
597 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2016.

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