United Bank (West Virginia)’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	$1.66M	Buy	22,300 +18,540	+493%	+$1.3M	0.66%	32
2017 Q2	$264K	Hold	3,760	–	–	0.11%	98
2017 Q1	$260K	Hold	3,760	–	–	0.11%	97
2016 Q4	$259K	Hold	3,760	–	–	0.11%	93
2016 Q3	$233K	Hold	3,760	–	–	0.11%	98
2016 Q2	$218K	Hold	3,760	–	–	0.1%	94
2016 Q1	$212K	Hold	3,760	–	–	0.1%	104
2015 Q4	$207K	Hold	3,760	–	–	0.1%	100
2015 Q3	$200K	Hold	3,760	–	–	0.1%	95
2015 Q2	$222K	Hold	3,760	–	–	0.1%	95
2015 Q1	$222K	Hold	3,760	–	–	0.09%	101
2014 Q4	$214K	Buy	+3,760	New	+$205K	0.08%	107
2014 Q3	–	Sell	-3,760	Closed	-$211K	–	121
2014 Q2	$211K	Sell	3,760 -188	-5%	-$10.2K	0.08%	106
2014 Q1	$217K	Sell	3,948 -1,422	-26%	-$76.9K	0.09%	106
2013 Q4	$293K	Hold	5,370	–	–	0.12%	91
2013 Q3	$268K	Hold	5,370	–	–	0.11%	86
2013 Q2	$242K	Buy	+5,370	New	+$238K	0.11%	91

Other funds holding IJR

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Schroders London, United Kingdom $185M AUM 16.04% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

United Bank (West Virginia) increased its iShares Core S&P Small-Cap ETF (IJR) stake by 493% in Q3 2017, buying an estimated $1.3M and bringing the position to 22,300 shares worth $1.66M. The position accounts for 0.66% of the portfolio, ranked #32.

United Bank (West Virginia) first reported a position in IJR in Q2 2013 and has held it in 17 quarters since. 942 funds tracked by Wall St. Rank hold IJR as of Q3 2017.

United Bank (West Virginia) held 22,300 shares of iShares Core S&P Small-Cap ETF worth $1.66M as of Q3 2017.
United Bank (West Virginia) bought 18,540 iShares Core S&P Small-Cap ETF shares in Q3 2017, an estimated $1.3M.
iShares Core S&P Small-Cap ETF made up 0.66% of United Bank (West Virginia)'s portfolio in Q3 2017, its #32 holding.
United Bank (West Virginia) first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and has held it in 17 quarters since.
942 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2017.

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