UBWV
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United Bank (West Virginia)’s iShares Core S&P 500 ETF IVV Stock Holding History

United Bank (West Virginia)’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-1,149
Closed -$239K – 105
2015
Q1 		$239K Hold
1,149
– – 0.1% 98
2014
Q4 		$238K Buy
+1,149
New +$233K 0.09% 99
2013
Q4 		– Sell
-1,853
Closed -$313K – 125
2013
Q3 		$313K Hold
1,853
– – 0.13% 75
2013
Q2 		$298K Buy
+1,853
New +$300K 0.13% 74

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BOI
Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return
NB
Norinchukin Bank Tokyo, Japan $8.57B AUM 20.17% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

United Bank (West Virginia)'s IVV Position: Q2 2015 in Review

United Bank (West Virginia) sold out of iShares Core S&P 500 ETF (IVV) in Q2 2015, closing a stake of 1,149 shares — an estimated $239K sold.

United Bank (West Virginia) first reported a position in IVV in Q2 2013 and held it in 4 quarters. The position peaked at $313K in Q3 2013. 803 funds tracked by Wall St. Rank hold IVV as of Q2 2015.

  • United Bank (West Virginia) reported no remaining iShares Core S&P 500 ETF position as of Q2 2015 after selling out during the quarter.
  • United Bank (West Virginia) sold 1,149 iShares Core S&P 500 ETF shares in Q2 2015, an estimated $239K.
  • United Bank (West Virginia) first reported a position in iShares Core S&P 500 ETF in Q2 2013 and held it in 4 quarters.
  • United Bank (West Virginia)'s iShares Core S&P 500 ETF position peaked at $313K in Q3 2013.
  • 803 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2015.

Based on United Bank (West Virginia)'s 13F filing for Q2 2015, filed 21 Jul 2015.