Ownership history in UNIONVIEW, LLC · 11 quarters on record
This page tracks every 13F SEC filing in which UNIONVIEW, LLC reported a position in ISHARES S&P SMALL-CAP 600 VALUE ETF (IJS). 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 | 14,930 | +628 | +4.4% | 1.19% | $1.6M | $106.56 |
| 2024 Q3 | ADDED | 14,302 | +4 | +0.0% | 1.20% | $1.5M | $105.13 |
| 2024 Q2 | REDUCED | 14,298 | -10 | -0.1% | 1.14% | $1.4M | $94.49 |
| 2024 Q1 | ADDED | 14,308 | +1,535 | +12.0% | 1.22% | $1.5M | $99.34 |
| 2023 Q4 | ADDED | 12,773 | +3,434 | +36.8% | 1.18% | $1.3M | $99.28 |
| 2023 Q3 | ADDED | 9,339 | +1,006 | +12.1% | 0.79% | $833K | $85.75 |
| 2023 Q2 | ADDED | 8,333 | +1,373 | +19.7% | 0.72% | $792K | $90.86 |
| 2023 Q1 | ADDED | 6,960 | +401 | +6.1% | 0.61% | $651K | $89.05 |
| 2022 Q4 | ADDED | 6,559 | +1,518 | +30.1% | 0.60% | $599K | $86.57 |
| 2022 Q3 | ADDED | 5,041 | +2,060 | +69.1% | 0.47% | $416K | $77.95 |
As of 2025 Q4 — sorted by position size