United Bank (West Virginia)’s iShares S&P 500 Growth ETF IVW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-37,340	Closed	-$1.06M	–	102
2015 Q2	$1.06M	Hold	37,340	–	–	0.47%	36
2015 Q1	$1.06M	Sell	37,340 -8,680	-19%	-$246K	0.45%	35
2014 Q4	$1.28M	Sell	46,020 -4,476	-9%	-$122K	0.48%	35
2014 Q3	$1.35M	Hold	50,496	–	–	0.51%	36
2014 Q2	$1.33M	Sell	50,496 -6,616	-12%	-$168K	0.5%	35
2014 Q1	$1.43M	Sell	57,112 -19,656	-26%	-$486K	0.56%	31
2013 Q4	$1.9M	Hold	76,768	–	–	0.75%	26
2013 Q3	$1.72M	Hold	76,768	–	–	0.74%	27
2013 Q2	$1.61M	Buy	+76,768	New	+$1.63M	0.73%	27

Other funds holding IVW

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

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Tiedemann Trust Wilmington, Delaware $542M AUM 1.38% 1-Year Est. Return

United Bank (West Virginia)'s IVW Position: Q3 2015 in Review

United Bank (West Virginia) sold out of iShares S&P 500 Growth ETF (IVW) in Q3 2015, closing a stake of 37,340 shares — an estimated $1.06M sold.

United Bank (West Virginia) first reported a position in IVW in Q2 2013 and held it in 9 quarters. The position peaked at $1.9M in Q4 2013. 424 funds tracked by Wall St. Rank hold IVW as of Q3 2015.

United Bank (West Virginia) reported no remaining iShares S&P 500 Growth ETF position as of Q3 2015 after selling out during the quarter.
United Bank (West Virginia) sold 37,340 iShares S&P 500 Growth ETF shares in Q3 2015, an estimated $1.06M.
United Bank (West Virginia) first reported a position in iShares S&P 500 Growth ETF in Q2 2013 and held it in 9 quarters.
United Bank (West Virginia)'s iShares S&P 500 Growth ETF position peaked at $1.9M in Q4 2013.
424 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2015.

Based on United Bank (West Virginia)'s 13F filing for Q3 2015, filed 30 Oct 2015.