United Bank (Virginia)’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

United Bank (Virginia)’s Portfolio IWS Stock Details IWS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-2,800	Closed	-$214K	–	141
2020 Q2	$214K	Buy	+2,800	New	+$204K	0.04%	128
2020 Q1	–	Sell	-3,153	Closed	-$299K	–	127
2019 Q4	$299K	Hold	3,153	–	–	0.05%	117
2019 Q3	$283K	Hold	3,153	–	–	0.05%	123
2019 Q2	$281K	Hold	3,153	–	–	0.05%	121
2019 Q1	$274K	Sell	3,153 -217	-6%	-$18.3K	0.05%	121
2018 Q4	$257K	Hold	3,370	–	–	0.05%	135
2018 Q3	$304K	Hold	3,370	–	–	0.06%	114
2018 Q2	$298K	Sell	3,370 -200	-6%	-$17.6K	0.07%	108
2018 Q1	$309K	Hold	3,570	–	–	0.07%	112
2017 Q4	$318K	Buy	+3,570	New	+$310K	0.08%	114

Other funds holding IWS

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

United Bank (Virginia)'s IWS Position: Q3 2020 in Review

United Bank (Virginia) sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q3 2020, closing a stake of 2,800 shares — an estimated $214K sold.

United Bank (Virginia) first reported a position in IWS in Q4 2017 and held it in 10 quarters. The position peaked at $318K in Q4 2017. 538 funds tracked by Wall St. Rank hold IWS as of Q3 2020.

United Bank (Virginia) reported no remaining iShares Russell Mid-Cap Value ETF position as of Q3 2020 after selling out during the quarter.
United Bank (Virginia) sold 2,800 iShares Russell Mid-Cap Value ETF shares in Q3 2020, an estimated $214K.
United Bank (Virginia) first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2017 and held it in 10 quarters.
United Bank (Virginia)'s iShares Russell Mid-Cap Value ETF position peaked at $318K in Q4 2017.
538 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2020.

Based on United Bank (Virginia)'s 13F filing for Q3 2020, filed 11 Dec 2020.