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 2000 ETF (IWM). 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 | 22,337 | +59 | +0.3% | 3.62% | $4.9M | $218.11 |
| 2024 Q3 | ADDED | 22,278 | +67 | +0.3% | 3.83% | $4.9M | $217.40 |
| 2024 Q2 | ADDED | 22,211 | +32 | +0.1% | 3.68% | $4.5M | $199.01 |
| 2024 Q1 | ADDED | 22,179 | +7 | +0.0% | 3.86% | $4.7M | $205.70 |
| 2023 Q4 | REDUCED | 22,172 | -480 | -2.1% | 4.00% | $4.5M | $195.82 |
| 2023 Q3 | ADDED | 22,652 | +35 | +0.2% | 3.78% | $4.0M | $171.81 |
| 2023 Q2 | REDUCED | 22,617 | -146 | -0.6% | 3.87% | $4.2M | $181.19 |
| 2023 Q1 | REDUCED | 22,763 | -448 | -1.9% | 3.81% | $4.1M | $172.13 |
| 2022 Q4 | ADDED | 23,211 | +186 | +0.8% | 4.05% | $4.0M | $167.62 |
| 2022 Q3 | ADDED | 23,025 | +34 | +0.1% | 4.33% | $3.8M | $157.81 |
As of 2025 Q4 — sorted by position size