United Bank (West Virginia)’s iShares Russell 3000 ETF IWV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	$316K	Hold	2,115	–	–	0.13%	89
2017 Q2	$305K	Hold	2,115	–	–	0.13%	90
2017 Q1	$296K	Sell	2,115 -175	-8%	-$24.2K	0.13%	92
2016 Q4	$305K	Hold	2,290	–	–	0.13%	92
2016 Q3	$294K	Hold	2,290	–	–	0.13%	87
2016 Q2	$284K	Hold	2,290	–	–	0.13%	87
2016 Q1	$277K	Hold	2,290	–	–	0.13%	91
2015 Q4	$276K	Hold	2,290	–	–	0.13%	81
2015 Q3	$261K	Hold	2,290	–	–	0.14%	82
2015 Q2	$284K	Hold	2,290	–	–	0.13%	86
2015 Q1	$284K	Hold	2,290	–	–	0.12%	88
2014 Q4	$280K	Hold	2,290	–	–	0.1%	92
2014 Q3	$267K	Hold	2,290	–	–	0.1%	88
2014 Q2	$270K	Sell	2,290 -150	-6%	-$17.1K	0.1%	87
2014 Q1	$274K	Hold	2,440	–	–	0.11%	88
2013 Q4	$270K	Hold	2,440	–	–	0.11%	98
2013 Q3	$247K	Hold	2,440	–	–	0.11%	94
2013 Q2	$235K	Buy	+2,440	New	+$234K	0.11%	94

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

SIM

Strategic Investment Management Arlington, Virginia $291M AUM 20.58% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

United Bank (West Virginia) held its iShares Russell 3000 ETF (IWV) position steady in Q3 2017 at 2,115 shares worth $316K. The position accounts for 0.13% of the portfolio, ranked #89.

United Bank (West Virginia) first reported a position in IWV in Q2 2013 and has held it in 18 quarters since. 359 funds tracked by Wall St. Rank hold IWV as of Q3 2017.

United Bank (West Virginia) held 2,115 shares of iShares Russell 3000 ETF worth $316K as of Q3 2017.
United Bank (West Virginia) left its iShares Russell 3000 ETF share count unchanged in Q3 2017.
iShares Russell 3000 ETF made up 0.13% of United Bank (West Virginia)'s portfolio in Q3 2017, its #89 holding.
United Bank (West Virginia) first reported a position in iShares Russell 3000 ETF in Q2 2013 and has held it in 18 quarters since.
359 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2017.

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