FirstMerit Bank N.A. Trustee’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	$9.62M	Buy	83,673 +26,682	+47%	+$3.01M	0.78%	39
2016 Q1	$6.3M	Sell	56,991 -16	-0%	-$1.66K	0.52%	55
2015 Q4	$6.42M	Sell	57,007 -149	-0.3%	-$17.2K	0.55%	51
2015 Q3	$6.24M	Buy	57,156 +18,173	+47%	+$2.15M	0.55%	51
2015 Q2	$4.87M	Hold	38,983	–	–	0.4%	70
2015 Q1	$4.85M	Buy	38,983 +129	+0.3%	+$15.6K	0.4%	72
2014 Q4	$4.65M	Sell	38,854 -154	-0.4%	-$17.6K	0.38%	74
2014 Q3	$4.27M	Sell	39,008 -4,096	-10%	-$469K	0.36%	78
2014 Q2	$5.12M	Sell	43,104 -141	-0.3%	-$16K	0.43%	70
2014 Q1	$5.03M	Sell	43,245 -13,517	-24%	-$1.56M	0.44%	71
2013 Q4	$6.55M	Sell	56,762 -6,043	-10%	-$667K	0.58%	62
2013 Q3	$6.7M	Sell	62,805 -1,689	-3%	-$175K	0.62%	54
2013 Q2	$6.26M	Buy	+64,494	New	+$6.16M	0.59%	49

Other funds holding IWM

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

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

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

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

BIT

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

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

FirstMerit Bank N.A. Trustee increased its iShares Russell 2000 ETF (IWM) stake by 47% in Q2 2016, buying an estimated $3.01M and bringing the position to 83,673 shares worth $9.62M. The position accounts for 0.78% of the portfolio, ranked #39.

FirstMerit Bank N.A. Trustee first reported a position in IWM in Q2 2013 and has held it in 13 quarters since. 914 funds tracked by Wall St. Rank hold IWM as of Q2 2016.

FirstMerit Bank N.A. Trustee held 83,673 shares of iShares Russell 2000 ETF worth $9.62M as of Q2 2016.
FirstMerit Bank N.A. Trustee bought 26,682 iShares Russell 2000 ETF shares in Q2 2016, an estimated $3.01M.
iShares Russell 2000 ETF made up 0.78% of FirstMerit Bank N.A. Trustee's portfolio in Q2 2016, its #39 holding.
FirstMerit Bank N.A. Trustee first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 13 quarters since.
914 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2016.

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