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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	$25.7M	Buy	1,024,936 +51,680	+5%	+$1.29M	2.07%	8
2016 Q1	$24.3M	Hold	973,256	–	–	2.02%	9
2015 Q4	$24.2M	Sell	973,256 -1,128	-0.1%	-$28.1K	2.06%	9
2015 Q3	$22.7M	Buy	974,384 +1,128	+0.1%	+$27.8K	2.01%	10
2015 Q2	$24.1M	Sell	973,256 -700	-0.1%	-$17.6K	1.99%	9
2015 Q1	$24.1M	Sell	973,956 -328	-0%	-$8.01K	1.96%	10
2014 Q4	$23.3M	Hold	974,284	–	–	1.9%	10
2014 Q3	$22.3M	Sell	974,284 -480	-0%	-$11K	1.87%	8
2014 Q2	$22.2M	Sell	974,764 -1,752	-0.2%	-$38.4K	1.85%	10
2014 Q1	$21.1M	Buy	976,516 +235,604	+32%	+$5.06M	1.83%	9
2013 Q4	$15.9M	Sell	740,912 -104,108	-12%	-$2.14M	1.41%	14
2013 Q3	$16.5M	Hold	845,020	–	–	1.52%	12
2013 Q2	$15.4M	Buy	+845,020	New	+$15.5M	1.45%	17

Other funds holding IWF

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

RJA

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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 IWF Position: Q2 2016 in Review

FirstMerit Bank N.A. Trustee increased its iShares Russell 1000 Growth ETF (IWF) stake by 5.3% in Q2 2016, buying an estimated $1.29M and bringing the position to 1,024,936 shares worth $25.7M. The position accounts for 2.07% of the portfolio, ranked #8.

FirstMerit Bank N.A. Trustee first reported a position in IWF in Q2 2013 and has held it in 13 quarters since. 663 funds tracked by Wall St. Rank hold IWF as of Q2 2016.

FirstMerit Bank N.A. Trustee held 1,024,936 shares of iShares Russell 1000 Growth ETF worth $25.7M as of Q2 2016.
FirstMerit Bank N.A. Trustee bought 51,680 iShares Russell 1000 Growth ETF shares in Q2 2016, an estimated $1.29M.
iShares Russell 1000 Growth ETF made up 2.07% of FirstMerit Bank N.A. Trustee's portfolio in Q2 2016, its #8 holding.
FirstMerit Bank N.A. Trustee first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 13 quarters since.
663 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2016.

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