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United Bank (Virginia)’s iShares Russell 2000 ETF IWM Stock Holding History

United Bank (Virginia)’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
2024
Q4 		– Sell
-2,786
Closed -$615K – 139
2024
Q3 		$615K Sell
2,786
-5
-0.2% -$1.07K 0.07% 88
2024
Q2 		$566K Buy
2,791
+50
+2% +$10.1K 0.07% 87
2024
Q1 		$576K Hold
2,741
– – 0.07% 89
2023
Q4 		$550K Hold
2,741
– – 0.07% 91
2023
Q3 		$484K Sell
2,741
-2
-0.1% -$375 0.06% 96
2023
Q2 		$514K Buy
2,743
+2
+0.1% +$357 0.06% 98
2023
Q1 		$489K Sell
2,741
-400
-13% -$73.6K 0.06% 102
2022
Q4 		$548K Hold
3,141
– – 0.08% 94
2022
Q3 		$518K Sell
3,141
-983
-24% -$179K 0.08% 95
2022
Q2 		$698K Buy
4,124
+398
+11% +$73.4K 0.1% 83
2022
Q1 		$765K Hold
3,726
– – 0.1% 84
2021
Q4 		$829K Hold
3,726
– – 0.1% 91
2021
Q3 		$815K Hold
3,726
– – 0.11% 87
2021
Q2 		$855K Sell
3,726
-3,866
-51% -$869K 0.12% 84
2021
Q1 		$1.68M Hold
7,592
– – 0.23% 61
2020
Q4 		$1.49M Buy
7,592
+3,696
+95% +$647K 0.22% 62
2020
Q3 		$584K Buy
3,896
+70
+2% +$10.5K 0.1% 88
2020
Q2 		$548K Buy
3,826
+585
+18% +$76.8K 0.1% 89
2020
Q1 		$371K Hold
3,241
– – 0.08% 93
2019
Q4 		$537K Sell
3,241
-1,885
-37% -$298K 0.09% 93
2019
Q3 		$776K Hold
5,126
– – 0.14% 83
2019
Q2 		$797K Hold
5,126
– – 0.13% 86
2019
Q1 		$785K Sell
5,126
-1,630
-24% -$245K 0.14% 77
2018
Q4 		$905K Buy
6,756
+2,285
+51% +$341K 0.19% 67
2018
Q3 		$754K Hold
4,471
– – 0.16% 72
2018
Q2 		$732K Sell
4,471
-352
-7% -$56.3K 0.17% 67
2018
Q1 		$732K Sell
4,823
-2,782
-37% -$430K 0.17% 61
2017
Q4 		$1.16M Buy
+7,605
New +$1.14M 0.28% 53

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

United Bank (Virginia)'s IWM Position: Q4 2024 in Review

United Bank (Virginia) sold out of iShares Russell 2000 ETF (IWM) in Q4 2024, closing a stake of 2,786 shares — an estimated $615K sold.

United Bank (Virginia) first reported a position in IWM in Q4 2017 and held it in 28 quarters. The position peaked at $1.68M in Q1 2021. 2,527 funds tracked by Wall St. Rank hold IWM as of Q4 2024.

  • United Bank (Virginia) reported no remaining iShares Russell 2000 ETF position as of Q4 2024 after selling out during the quarter.
  • United Bank (Virginia) sold 2,786 iShares Russell 2000 ETF shares in Q4 2024, an estimated $615K.
  • United Bank (Virginia) first reported a position in iShares Russell 2000 ETF in Q4 2017 and held it in 28 quarters.
  • United Bank (Virginia)'s iShares Russell 2000 ETF position peaked at $1.68M in Q1 2021.
  • 2,527 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2024.

Based on United Bank (Virginia)'s 13F filing for Q4 2024, filed 14 May 2025.