United Bank (West Virginia)’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q3
$480K Hold
9,736
0.19% 63
2017
Q2
$468K Buy
9,736
+2,136
+28% +$101K 0.2% 63
2017
Q1
$356K Hold
7,600
0.16% 78
2016
Q4
$340K Sell
7,600
-440
-5% -$19.2K 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% +$17.7K 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 +$246K 0.11% 89

Other funds holding IWR

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

United Bank (West Virginia) held its iShares Russell Mid-Cap ETF (IWR) position steady in Q3 2017 at 9,736 shares worth $480K. The position accounts for 0.19% of the portfolio, ranked #63.

United Bank (West Virginia) first reported a position in IWR in Q2 2013 and has held it in 18 quarters since. 572 funds tracked by Wall St. Rank hold IWR as of Q3 2017.

  • United Bank (West Virginia) held 9,736 shares of iShares Russell Mid-Cap ETF worth $480K as of Q3 2017.
  • United Bank (West Virginia) left its iShares Russell Mid-Cap ETF share count unchanged in Q3 2017.
  • iShares Russell Mid-Cap ETF made up 0.19% of United Bank (West Virginia)'s portfolio in Q3 2017, its #63 holding.
  • United Bank (West Virginia) first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 18 quarters since.
  • 572 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2017.

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