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 SMALL-CAP FUND (IJR). 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 | REDUCED | 39,562 | -221 | -0.6% | 3.35% | $4.6M | $113.32 |
| 2024 Q3 | REDUCED | 39,783 | -122 | -0.3% | 3.62% | $4.7M | $113.96 |
| 2024 Q2 | ADDED | 39,905 | +179 | +0.5% | 3.48% | $4.3M | $103.47 |
| 2024 Q1 | ADDED | 39,726 | +722 | +1.9% | 3.63% | $4.4M | $106.83 |
| 2023 Q4 | ADDED | 39,004 | +1,504 | +4.0% | 3.79% | $4.2M | $104.32 |
| 2023 Q3 | ADDED | 37,500 | +767 | +2.1% | 3.34% | $3.5M | $90.67 |
| 2023 Q2 | ADDED | 36,733 | +1,347 | +3.8% | 3.34% | $3.7M | $95.31 |
| 2023 Q1 | ADDED | 35,386 | +1,614 | +4.8% | 3.21% | $3.4M | $92.16 |
| 2022 Q4 | REDUCED | 33,772 | -506 | -1.5% | 3.20% | $3.2M | $89.88 |
| 2022 Q3 | ADDED | 34,278 | +1,700 | +5.2% | 3.41% | $3.0M | $82.46 |
As of 2025 Q4 — sorted by position size