Ownership history in UNIONVIEW, LLC Β· 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 β sourced directly from SEC EDGAR 13F filings.
π UNIONVIEW, LLC underperformed the S&P 500 by β7.4% annually on this IWM position. Timing score: 58% (7/12 decisions correct). Average cost basis: $209.65. Maximum drawdown during holding period: β25.1%.
β Significantly underperformed the S&P 500 by 7.4% ann.
12 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
7 of 12 add/trim decisions correct
Best entry: $157.81 (2022 Q3) Β· Worst: $218.11 (2024 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
9 adds Β· 4 trims. Bought during 4 of 5 down-price quarters. π More buys than sells across the holding period.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 3.62% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size