FirstMerit Bank N.A. Trustee’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	$1.47M	Sell	27,201 -70	-0.3%	-$3.76K	0.12%	133
2016 Q1	$1.47M	Sell	27,271 -122	-0.4%	-$6.23K	0.12%	126
2015 Q4	$1.47M	Hold	27,393	–	–	0.12%	129
2015 Q3	$1.35M	Sell	27,393 -995	-4%	-$51.8K	0.12%	134
2015 Q2	$1.48M	Sell	28,388 -392	-1%	-$20.7K	0.12%	133
2015 Q1	$1.49M	Sell	28,780 -310	-1%	-$15.9K	0.12%	133
2014 Q4	$1.47M	Buy	29,090 +100	+0.3%	+$4.95K	0.12%	131
2014 Q3	$1.41M	Hold	28,990	–	–	0.12%	131
2014 Q2	$1.38M	Sell	28,990 -1,118	-4%	-$51.6K	0.12%	138
2014 Q1	$1.36M	Sell	30,108 -100	-0.3%	-$4.49K	0.12%	135
2013 Q4	$1.36M	Buy	30,208 +983	+3%	+$42.3K	0.12%	131
2013 Q3	$1.19M	Sell	29,225 -937	-3%	-$37.4K	0.11%	128
2013 Q2	$1.15M	Buy	+30,162	New	+$1.16M	0.11%	122

Other funds holding IWY

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

FirstMerit Bank N.A. Trustee reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 0.26% in Q2 2016, selling an estimated $3.76K and leaving 27,201 shares worth $1.47M. The position accounts for 0.12% of the portfolio, ranked #133.

FirstMerit Bank N.A. Trustee first reported a position in IWY in Q2 2013 and has held it in 13 quarters since. The position peaked at $1.49M in Q1 2015. 51 funds tracked by Wall St. Rank hold IWY as of Q2 2016.

FirstMerit Bank N.A. Trustee held 27,201 shares of iShares Russell Top 200 Growth ETF worth $1.47M as of Q2 2016.
FirstMerit Bank N.A. Trustee sold 70 iShares Russell Top 200 Growth ETF shares in Q2 2016, an estimated $3.76K.
iShares Russell Top 200 Growth ETF made up 0.12% of FirstMerit Bank N.A. Trustee's portfolio in Q2 2016, its #133 holding.
FirstMerit Bank N.A. Trustee first reported a position in iShares Russell Top 200 Growth ETF in Q2 2013 and has held it in 13 quarters since.
FirstMerit Bank N.A. Trustee's iShares Russell Top 200 Growth ETF position peaked at $1.49M in Q1 2015.
51 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2016.

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