FirstMerit Bank N.A. Trustee’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	$1.52M	Buy	32,404 +4,094	+14%	+$189K	0.12%	130
2016 Q1	$1.3M	Sell	28,310 -36,582	-56%	-$1.58M	0.11%	137
2015 Q4	$2.98M	Sell	64,892 -934	-1%	-$43.4K	0.25%	85
2015 Q3	$2.92M	Sell	65,826 -1,088	-2%	-$51.6K	0.26%	89
2015 Q2	$3.24M	Sell	66,914 -4,182	-6%	-$206K	0.27%	92
2015 Q1	$3.48M	Sell	71,096 -564	-0.8%	-$26.9K	0.28%	92
2014 Q4	$3.34M	Sell	71,660 -2,106	-3%	-$95.2K	0.27%	94
2014 Q3	$3.26M	Sell	73,766 -324	-0.4%	-$14.5K	0.27%	91
2014 Q2	$3.32M	Sell	74,090 -3,022	-4%	-$130K	0.28%	91
2014 Q1	$3.31M	Sell	77,112 -1,276	-2%	-$54.3K	0.29%	87
2013 Q4	$3.31M	Buy	78,388 +166	+0.2%	+$6.71K	0.29%	89
2013 Q3	$3.06M	Sell	78,222 -12,434	-14%	-$474K	0.28%	92
2013 Q2	$3.25M	Buy	+90,656	New	+$3.24M	0.31%	85

Other funds holding IWP

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

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

TCT

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

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

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

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

FirstMerit Bank N.A. Trustee increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 14% in Q2 2016, buying an estimated $189K and bringing the position to 32,404 shares worth $1.52M. The position accounts for 0.12% of the portfolio, ranked #130.

FirstMerit Bank N.A. Trustee first reported a position in IWP in Q2 2013 and has held it in 13 quarters since. The position peaked at $3.48M in Q1 2015. 347 funds tracked by Wall St. Rank hold IWP as of Q2 2016.

FirstMerit Bank N.A. Trustee held 32,404 shares of iShares Russell Mid-Cap Growth ETF worth $1.52M as of Q2 2016.
FirstMerit Bank N.A. Trustee bought 4,094 iShares Russell Mid-Cap Growth ETF shares in Q2 2016, an estimated $189K.
iShares Russell Mid-Cap Growth ETF made up 0.12% of FirstMerit Bank N.A. Trustee's portfolio in Q2 2016, its #130 holding.
FirstMerit Bank N.A. Trustee first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2013 and has held it in 13 quarters since.
FirstMerit Bank N.A. Trustee's iShares Russell Mid-Cap Growth ETF position peaked at $3.48M in Q1 2015.
347 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2016.

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