UBWV
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United Bank (West Virginia)’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

United Bank (West Virginia)’s Portfolio IJH Stock Details IJH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		$12.9M Buy
361,175
+36,685
+11% +$1.28M 5.14% 3
2017
Q2 		$11.3M Buy
324,490
+309,970
+2,135% +$10.7M 4.75% 3
2017
Q1 		$497K Buy
+14,520
New +$494K 0.22% 59

Other funds holding IJH

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

United Bank (West Virginia)'s IJH Position: Q3 2017 in Review

United Bank (West Virginia) increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 11% in Q3 2017, buying an estimated $1.28M and bringing the position to 361,175 shares worth $12.9M. The position accounts for 5.14% of the portfolio, ranked #3.

United Bank (West Virginia) first reported a position in IJH in Q1 2017 and has held it in 3 quarters since. 944 funds tracked by Wall St. Rank hold IJH as of Q3 2017.

  • United Bank (West Virginia) held 361,175 shares of iShares Core S&P Mid-Cap ETF worth $12.9M as of Q3 2017.
  • United Bank (West Virginia) bought 36,685 iShares Core S&P Mid-Cap ETF shares in Q3 2017, an estimated $1.28M.
  • iShares Core S&P Mid-Cap ETF made up 5.14% of United Bank (West Virginia)'s portfolio in Q3 2017, its #3 holding.
  • United Bank (West Virginia) first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2017 and has held it in 3 quarters since.
  • 944 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2017.

Based on United Bank (West Virginia)'s 13F filing for Q3 2017, filed 26 Oct 2017.