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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	$504K	Hold	3,675	–	–	0.04%	201
2016 Q1	$487K	Hold	3,675	–	–	0.04%	195
2015 Q4	$512K	Sell	3,675 -22	-0.6%	-$3.12K	0.04%	197
2015 Q3	$495K	Buy	3,697 +22	+0.6%	+$3.26K	0.04%	204
2015 Q2	$568K	Hold	3,675	–	–	0.05%	193
2015 Q1	$557K	Sell	3,675 -75	-2%	-$10.9K	0.05%	194
2014 Q4	$534K	Buy	3,750 +211	+6%	+$28.5K	0.04%	203
2014 Q3	$459K	Sell	3,539 -2,568	-42%	-$344K	0.04%	218
2014 Q2	$846K	Buy	6,107 +137	+2%	+$18K	0.07%	161
2014 Q1	$812K	Sell	5,970 -344	-5%	-$47K	0.07%	160
2013 Q4	$856K	Buy	6,314 +2,066	+49%	+$268K	0.08%	150
2013 Q3	$534K	Buy	4,248 +300	+8%	+$36.2K	0.05%	177
2013 Q2	$440K	Buy	+3,948	New	+$431K	0.04%	186

Other funds holding IWO

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

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

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

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

TCT

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

HCM

Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return

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

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

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

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

FirstMerit Bank N.A. Trustee held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2016 at 3,675 shares worth $504K. The position accounts for 0.04% of the portfolio, ranked #201.

FirstMerit Bank N.A. Trustee first reported a position in IWO in Q2 2013 and has held it in 13 quarters since. The position peaked at $856K in Q4 2013. 411 funds tracked by Wall St. Rank hold IWO as of Q2 2016.

FirstMerit Bank N.A. Trustee held 3,675 shares of iShares Russell 2000 Growth ETF worth $504K as of Q2 2016.
FirstMerit Bank N.A. Trustee left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2016.
iShares Russell 2000 Growth ETF made up 0.04% of FirstMerit Bank N.A. Trustee's portfolio in Q2 2016, its #201 holding.
FirstMerit Bank N.A. Trustee first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 13 quarters since.
FirstMerit Bank N.A. Trustee's iShares Russell 2000 Growth ETF position peaked at $856K in Q4 2013.
411 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2016.

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