Unionview LLC’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Unionview LLC’s Portfolio IJS Stock Details IJS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$1.62M	Buy	14,930 +628	+4%	+$69.6K	1.19%	18
2024 Q3	$1.54M	Buy	14,302 +4	+0%	+$415	1.2%	19
2024 Q2	$1.39M	Sell	14,298 -10	-0.1%	-$983	1.14%	20
2024 Q1	$1.47M	Buy	14,308 +1,535	+12%	+$152K	1.22%	20
2023 Q4	$1.32M	Buy	12,773 +3,434	+37%	+$313K	1.18%	20
2023 Q3	$833K	Buy	9,339 +1,006	+12%	+$95.8K	0.79%	24
2023 Q2	$792K	Buy	8,333 +1,373	+20%	+$126K	0.72%	24
2023 Q1	$651K	Buy	6,960 +401	+6%	+$39.2K	0.61%	32
2022 Q4	$599K	Buy	6,559 +1,518	+30%	+$140K	0.6%	33
2022 Q3	$416K	Buy	5,041 +2,060	+69%	+$191K	0.47%	40
2022 Q2	$265K	Buy	+2,981	New	+$286K	0.3%	63

Other funds holding IJS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

RFC

Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

Unionview LLC's IJS Position: Q4 2024 in Review

Unionview LLC increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 4.4% in Q4 2024, buying an estimated $69.6K and bringing the position to 14,930 shares worth $1.62M. The position accounts for 1.19% of the portfolio, ranked #18.

Unionview LLC first reported a position in IJS in Q2 2022 and has held it in 11 quarters since. 823 funds tracked by Wall St. Rank hold IJS as of Q4 2024.

Unionview LLC held 14,930 shares of iShares S&P Small-Cap 600 Value ETF worth $1.62M as of Q4 2024.
Unionview LLC bought 628 iShares S&P Small-Cap 600 Value ETF shares in Q4 2024, an estimated $69.6K.
iShares S&P Small-Cap 600 Value ETF made up 1.19% of Unionview LLC's portfolio in Q4 2024, its #18 holding.
Unionview LLC first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2022 and has held it in 11 quarters since.
823 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q4 2024.

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