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Unionview LLC’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Unionview LLC’s Portfolio IJH Stock Details IJH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$10.2M Buy
163,345
+107,883
+195% +$6.92M 7.47% 2
2024
Q3 		$3.46M Buy
55,462
+331
+0.6% +$20K 2.69% 11
2024
Q2 		$3.23M Buy
55,131
+445
+0.8% +$26.1K 2.63% 11
2024
Q1 		$3.32M Buy
54,686
+511
+0.9% +$28.9K 2.75% 11
2023
Q4 		$3M Sell
54,175
-28,620
-35% -$1.45M 2.7% 10
2023
Q3 		$4.13M Buy
82,795
+3,545
+4% +$186K 3.9% 7
2023
Q2 		$4.14M Buy
79,250
+2,610
+3% +$130K 3.79% 9
2023
Q1 		$3.83M Buy
76,640
+680
+0.9% +$34.6K 3.6% 8
2022
Q4 		$3.67M Buy
75,960
+1,895
+3% +$91.6K 3.67% 7
2022
Q3 		$3.25M Buy
74,065
+3,765
+5% +$182K 3.71% 7
2022
Q2 		$3.18M Sell
70,300
-2,665
-4% -$132K 3.55% 8
2022
Q1 		$3.92M Buy
72,965
+10,510
+17% +$560K 3.66% 8
2021
Q4 		$3.54M Buy
+62,455
New +$3.48M 3.31% 9

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Unionview LLC's IJH Position: Q4 2024 in Review

Unionview LLC increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 195% in Q4 2024, buying an estimated $6.92M and bringing the position to 163,345 shares worth $10.2M. The position accounts for 7.47% of the portfolio, ranked #2.

Unionview LLC first reported a position in IJH in Q4 2021 and has held it in 13 quarters since. 2,461 funds tracked by Wall St. Rank hold IJH as of Q4 2024.

  • Unionview LLC held 163,345 shares of iShares Core S&P Mid-Cap ETF worth $10.2M as of Q4 2024.
  • Unionview LLC bought 107,883 iShares Core S&P Mid-Cap ETF shares in Q4 2024, an estimated $6.92M.
  • iShares Core S&P Mid-Cap ETF made up 7.47% of Unionview LLC's portfolio in Q4 2024, its #2 holding.
  • Unionview LLC first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 13 quarters since.
  • 2,461 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2024.

Based on Unionview LLC's 13F filing for Q4 2024, filed 3 Feb 2025.