United Bank (West Virginia)’s iShares Russell 1000 Value ETF IWD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-4,055	Closed	-$418K	–	106
2015 Q1	$418K	Hold	4,055	–	–	0.18%	59
2014 Q4	$423K	Hold	4,055	–	–	0.16%	67
2014 Q3	$406K	Buy	4,055 +45	+1%	+$4.56K	0.15%	66
2014 Q2	$406K	Sell	4,010 -86	-2%	-$8.43K	0.15%	67
2014 Q1	$395K	Buy	4,096 +86	+2%	+$8.06K	0.16%	66
2013 Q4	$378K	Hold	4,010	–	–	0.15%	77
2013 Q3	$346K	Hold	4,010	–	–	0.15%	70
2013 Q2	$336K	Buy	+4,010	New	+$334K	0.15%	68

Other funds holding IWD

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

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

RJA

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

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

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

United Bank (West Virginia) sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2015, closing a stake of 4,055 shares — an estimated $418K sold.

United Bank (West Virginia) first reported a position in IWD in Q2 2013 and held it in 8 quarters. The position peaked at $423K in Q4 2014. 507 funds tracked by Wall St. Rank hold IWD as of Q2 2015.

United Bank (West Virginia) reported no remaining iShares Russell 1000 Value ETF position as of Q2 2015 after selling out during the quarter.
United Bank (West Virginia) sold 4,055 iShares Russell 1000 Value ETF shares in Q2 2015, an estimated $418K.
United Bank (West Virginia) first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and held it in 8 quarters.
United Bank (West Virginia)'s iShares Russell 1000 Value ETF position peaked at $423K in Q4 2014.
507 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2015.

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