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 RUSSELL 1000 VALUE ETF (IWD). 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 | 16,184 | -34 | -0.2% | 2.20% | $3.0M | $181.15 |
| 2024 Q3 | REDUCED | 16,218 | -16 | -0.1% | 2.40% | $3.1M | $184.76 |
| 2024 Q2 | ADDED | 16,234 | +430 | +2.7% | 2.31% | $2.8M | $168.92 |
| 2024 Q1 | ADDED | 15,804 | +2,147 | +15.7% | 2.34% | $2.8M | $172.73 |
| 2023 Q4 | ADDED | 13,657 | +607 | +4.7% | 2.03% | $2.3M | $158.67 |
| 2023 Q3 | ADDED | 13,050 | +1,641 | +14.4% | 1.87% | $2.0M | $144.92 |
| 2023 Q2 | ADDED | 11,409 | +498 | +4.6% | 1.64% | $1.8M | $149.70 |
| 2023 Q1 | ADDED | 10,911 | +710 | +7.0% | 1.56% | $1.7M | $143.83 |
| 2022 Q4 | ADDED | 10,201 | +211 | +2.1% | 1.55% | $1.5M | $142.50 |
| 2022 Q3 | ADDED | 9,990 | +219 | +2.2% | 1.55% | $1.4M | $126.99 |
As of 2025 Q4 — sorted by position size