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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	$77.2M	Sell	1,835,332 -53,132	-3%	-$2.19M	6.22%	1
2016 Q1	$76.9M	Sell	1,888,464 -56,524	-3%	-$2.15M	6.39%	1
2015 Q4	$77.9M	Buy	1,944,988 +20,584	+1%	+$839K	6.63%	1
2015 Q3	$74.8M	Buy	1,924,404 +252,624	+15%	+$10.5M	6.63%	1
2015 Q2	$71.2M	Buy	1,671,780 +93,164	+6%	+$4.05M	5.87%	1
2015 Q1	$68.3M	Buy	1,578,616 +33,968	+2%	+$1.44M	5.57%	1
2014 Q4	$64.5M	Buy	1,544,648 +291,028	+23%	+$11.8M	5.27%	1
2014 Q3	$49.6M	Buy	1,253,620 +77,124	+7%	+$3.11M	4.17%	1
2014 Q2	$47.8M	Sell	1,176,496 -18,396	-2%	-$717K	3.99%	1
2014 Q1	$46.2M	Buy	1,194,892 +1,276	+0.1%	+$48.4K	4%	1
2013 Q4	$44.8M	Sell	1,193,616 -45,140	-4%	-$1.63M	3.96%	1
2013 Q3	$43.1M	Sell	1,238,756 -189,576	-13%	-$6.48M	3.97%	1
2013 Q2	$46.4M	Buy	+1,428,332	New	+$46.3M	4.39%	1

Other funds holding IWR

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 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

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

FirstMerit Bank N.A. Trustee reduced its iShares Russell Mid-Cap ETF (IWR) stake by 2.8% in Q2 2016, selling an estimated $2.19M and leaving 1,835,332 shares worth $77.2M. The position accounts for 6.22% of the portfolio, ranked #1.

FirstMerit Bank N.A. Trustee first reported a position in IWR in Q2 2013 and has held it in 13 quarters since. The position peaked at $77.9M in Q4 2015. 491 funds tracked by Wall St. Rank hold IWR as of Q2 2016.

FirstMerit Bank N.A. Trustee held 1,835,332 shares of iShares Russell Mid-Cap ETF worth $77.2M as of Q2 2016.
FirstMerit Bank N.A. Trustee sold 53,132 iShares Russell Mid-Cap ETF shares in Q2 2016, an estimated $2.19M.
iShares Russell Mid-Cap ETF made up 6.22% of FirstMerit Bank N.A. Trustee's portfolio in Q2 2016, its #1 holding.
FirstMerit Bank N.A. Trustee first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 13 quarters since.
FirstMerit Bank N.A. Trustee's iShares Russell Mid-Cap ETF position peaked at $77.9M in Q4 2015.
491 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2016.

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