Ownership history in UNIONVIEW, LLC · 13 quarters on record
This page tracks every 13F SEC filing in which UNIONVIEW, LLC reported a position in ISHARES S&P MIDCAP FUND (IJH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2024 Q4 | ADDED | 163,345 | +107,883 | +194.5% | 7.47% | $10.2M | $61.30 |
| 2024 Q3 | ADDED | 55,462 | +331 | +0.6% | 2.69% | $3.5M | $61.06 |
| 2024 Q2 | ADDED | 55,131 | +445 | +0.8% | 2.63% | $3.2M | $57.11 |
| 2024 Q1 | ADDED | 54,686 | +43,851 | +404.7% | 2.75% | $3.3M | $59.12 |
| 2023 Q4 | REDUCED | 10,835 | -5,724 | -34.6% | 2.70% | $3.0M | $53.81 |
| 2023 Q3 | ADDED | 16,559 | +709 | +4.5% | 3.90% | $4.1M | $48.20 |
| 2023 Q2 | ADDED | 15,850 | +522 | +3.4% | 3.79% | $4.1M | $50.31 |
| 2023 Q1 | ADDED | 15,328 | +136 | +0.9% | 3.60% | $3.8M | $47.99 |
| 2022 Q4 | ADDED | 15,192 | +379 | +2.6% | 3.67% | $3.7M | $46.22 |
| 2022 Q3 | ADDED | 14,813 | +753 | +5.4% | 3.71% | $3.2M | $41.72 |
As of 2025 Q4 — sorted by position size