United Bank (West Virginia)’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $480K | Hold |
9,736
| – | – | 0.19% | 63 |
|
|
2017
Q2 | $468K | Buy |
9,736
+2,136
| +28% | +$103K | 0.2% | 63 |
|
|
2017
Q1 | $356K | Hold |
7,600
| – | – | 0.16% | 78 |
|
|
2016
Q4 | $340K | Sell |
7,600
-440
| -5% | -$19.7K | 0.15% | 81 |
|
|
2016
Q3 | $350K | Hold |
8,040
| – | – | 0.16% | 74 |
|
|
2016
Q2 | $339K | Hold |
8,040
| – | – | 0.16% | 73 |
|
|
2016
Q1 | $328K | Hold |
8,040
| – | – | 0.15% | 79 |
|
|
2015
Q4 | $322K | Hold |
8,040
| – | – | 0.15% | 73 |
|
|
2015
Q3 | $313K | Hold |
8,040
| – | – | 0.16% | 73 |
|
|
2015
Q2 | $343K | Hold |
8,040
| – | – | 0.15% | 72 |
|
|
2015
Q1 | $348K | Hold |
8,040
| – | – | 0.15% | 78 |
|
|
2014
Q4 | $335K | Hold |
8,040
| – | – | 0.12% | 81 |
|
|
2014
Q3 | $318K | Buy |
8,040
+440
| +6% | +$17.4K | 0.12% | 78 |
|
|
2014
Q2 | $309K | Hold |
7,600
| – | – | 0.12% | 80 |
|
|
2014
Q1 | $294K | Hold |
7,600
| – | – | 0.12% | 85 |
|
|
2013
Q4 | $285K | Hold |
7,600
| – | – | 0.11% | 93 |
|
|
2013
Q3 | $264K | Hold |
7,600
| – | – | 0.11% | 88 |
|
|
2013
Q2 | $247K | Buy |
+7,600
| New | +$247K | 0.11% | 89 |
|