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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	$312K	Hold	3,670	–	–	0.12%	92
2017 Q2	$309K	Buy	3,670 +46	+1%	+$3.83K	0.13%	89
2017 Q1	$301K	Sell	3,624 -300	-8%	-$24.8K	0.13%	91
2016 Q4	$316K	Hold	3,924	–	–	0.14%	86
2016 Q3	$301K	Sell	3,924 -70	-2%	-$5.34K	0.14%	85
2016 Q2	$297K	Sell	3,994 -20	-0.5%	-$1.45K	0.14%	82
2016 Q1	$285K	Hold	4,014	–	–	0.13%	87
2015 Q4	$276K	Sell	4,014 -1,950	-33%	-$137K	0.13%	80
2015 Q3	$400K	Hold	5,964	–	–	0.21%	55
2015 Q2	$440K	Buy	5,964 +1,380	+30%	+$104K	0.19%	59
2015 Q1	$345K	Hold	4,584	–	–	0.15%	80
2014 Q4	$338K	Hold	4,584	–	–	0.13%	79
2014 Q3	$321K	Sell	4,584 -156	-3%	-$11.2K	0.12%	77
2014 Q2	$344K	Hold	4,740	–	–	0.13%	76
2014 Q1	$326K	Hold	4,740	–	–	0.13%	81
2013 Q4	$311K	Hold	4,740	–	–	0.12%	88
2013 Q3	$289K	Hold	4,740	–	–	0.12%	80
2013 Q2	$275K	Buy	+4,740	New	+$275K	0.12%	79

Other funds holding IWS

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

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

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

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

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

United Bank (West Virginia) held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q3 2017 at 3,670 shares worth $312K. The position accounts for 0.12% of the portfolio, ranked #92.

United Bank (West Virginia) first reported a position in IWS in Q2 2013 and has held it in 18 quarters since. The position peaked at $440K in Q2 2015. 434 funds tracked by Wall St. Rank hold IWS as of Q3 2017.

United Bank (West Virginia) held 3,670 shares of iShares Russell Mid-Cap Value ETF worth $312K as of Q3 2017.
United Bank (West Virginia) left its iShares Russell Mid-Cap Value ETF share count unchanged in Q3 2017.
iShares Russell Mid-Cap Value ETF made up 0.12% of United Bank (West Virginia)'s portfolio in Q3 2017, its #92 holding.
United Bank (West Virginia) first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2013 and has held it in 18 quarters since.
United Bank (West Virginia)'s iShares Russell Mid-Cap Value ETF position peaked at $440K in Q2 2015.
434 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2017.

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