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Unionview LLC’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Unionview LLC’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$4.57M Sell
39,562
-221
-0.6% -$26.4K 3.35% 11
2024
Q3 		$4.65M Sell
39,783
-122
-0.3% -$13.8K 3.62% 10
2024
Q2 		$4.26M Buy
39,905
+179
+0.5% +$19.2K 3.48% 10
2024
Q1 		$4.39M Buy
39,726
+722
+2% +$76.7K 3.63% 9
2023
Q4 		$4.22M Buy
39,004
+1,504
+4% +$145K 3.79% 8
2023
Q3 		$3.54M Buy
37,500
+767
+2% +$76.6K 3.34% 11
2023
Q2 		$3.66M Buy
36,733
+1,347
+4% +$128K 3.34% 11
2023
Q1 		$3.42M Buy
35,386
+1,614
+5% +$161K 3.21% 11
2022
Q4 		$3.2M Sell
33,772
-506
-1% -$48.5K 3.2% 10
2022
Q3 		$2.99M Buy
34,278
+1,700
+5% +$165K 3.41% 10
2022
Q2 		$3.01M Buy
32,578
+971
+3% +$96.6K 3.36% 10
2022
Q1 		$3.41M Buy
31,607
+2,638
+9% +$285K 3.19% 10
2021
Q4 		$3.32M Buy
+28,969
New +$3.3M 3.1% 10

Other funds holding IJR

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Unionview LLC's IJR Position: Q4 2024 in Review

Unionview LLC reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.56% in Q4 2024, selling an estimated $26.4K and leaving 39,562 shares worth $4.57M. The position accounts for 3.35% of the portfolio, ranked #11.

Unionview LLC first reported a position in IJR in Q4 2021 and has held it in 13 quarters since. The position peaked at $4.65M in Q3 2024. 2,626 funds tracked by Wall St. Rank hold IJR as of Q4 2024.

  • Unionview LLC held 39,562 shares of iShares Core S&P Small-Cap ETF worth $4.57M as of Q4 2024.
  • Unionview LLC sold 221 iShares Core S&P Small-Cap ETF shares in Q4 2024, an estimated $26.4K.
  • iShares Core S&P Small-Cap ETF made up 3.35% of Unionview LLC's portfolio in Q4 2024, its #11 holding.
  • Unionview LLC first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 13 quarters since.
  • Unionview LLC's iShares Core S&P Small-Cap ETF position peaked at $4.65M in Q3 2024.
  • 2,626 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2024.

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