United Bank (Virginia)’s iShares Russell 3000 ETF IWV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-1,770	Closed	-$546K	–	145
2024 Q2	$546K	Hold	1,770	–	–	0.07%	89
2024 Q1	$531K	Hold	1,770	–	–	0.06%	92
2023 Q4	$485K	Hold	1,770	–	–	0.06%	97
2023 Q3	$434K	Hold	1,770	–	–	0.06%	101
2023 Q2	$450K	Hold	1,770	–	–	0.06%	103
2023 Q1	$417K	Hold	1,770	–	–	0.05%	110
2022 Q4	$391K	Hold	1,770	–	–	0.05%	110
2022 Q3	$366K	Hold	1,770	–	–	0.06%	114
2022 Q2	$385K	Hold	1,770	–	–	0.06%	111
2022 Q1	$464K	Hold	1,770	–	–	0.06%	106
2021 Q4	$491K	Hold	1,770	–	–	0.06%	109
2021 Q3	$451K	Hold	1,770	–	–	0.06%	112
2021 Q2	$453K	Hold	1,770	–	–	0.06%	108
2021 Q1	$420K	Hold	1,770	–	–	0.06%	118
2020 Q4	$396K	Hold	1,770	–	–	0.06%	120
2020 Q3	$346K	Hold	1,770	–	–	0.06%	107
2020 Q2	$319K	Hold	1,770	–	–	0.06%	108
2020 Q1	$263K	Hold	1,770	–	–	0.06%	107
2019 Q4	$334K	Hold	1,770	–	–	0.06%	111
2019 Q3	$308K	Hold	1,770	–	–	0.06%	118
2019 Q2	$305K	Hold	1,770	–	–	0.05%	119
2019 Q1	$295K	Hold	1,770	–	–	0.05%	116
2018 Q4	$260K	Hold	1,770	–	–	0.05%	134
2018 Q3	$305K	Hold	1,770	–	–	0.06%	113
2018 Q2	$287K	Hold	1,770	–	–	0.07%	110
2018 Q1	$277K	Hold	1,770	–	–	0.06%	118
2017 Q4	$280K	Buy	+1,770	New	+$273K	0.07%	120

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UMC

UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return

Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

United Bank (Virginia)'s IWV Position: Q3 2024 in Review

United Bank (Virginia) sold out of iShares Russell 3000 ETF (IWV) in Q3 2024, closing a stake of 1,770 shares — an estimated $546K sold.

United Bank (Virginia) first reported a position in IWV in Q4 2017 and held it in 27 quarters. The position peaked at $546K in Q2 2024. 782 funds tracked by Wall St. Rank hold IWV as of Q3 2024.

United Bank (Virginia) reported no remaining iShares Russell 3000 ETF position as of Q3 2024 after selling out during the quarter.
United Bank (Virginia) sold 1,770 iShares Russell 3000 ETF shares in Q3 2024, an estimated $546K.
United Bank (Virginia) first reported a position in iShares Russell 3000 ETF in Q4 2017 and held it in 27 quarters.
United Bank (Virginia)'s iShares Russell 3000 ETF position peaked at $546K in Q2 2024.
782 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2024.

Based on United Bank (Virginia)'s 13F filing for Q3 2024, filed 15 Nov 2024.