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Unionview LLC’s iShares S&P 500 Value ETF IVE Stock Holding History

Unionview LLC’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$325K Buy
1,701
+127
+8% +$25.2K 0.24% 62
2024
Q3 		$310K Buy
1,574
+1
+0.1% +$190 0.24% 62
2024
Q2 		$286K Buy
1,573
+7
+0.4% +$1.27K 0.23% 65
2024
Q1 		$292K Buy
1,566
+7
+0.4% +$1.24K 0.24% 63
2023
Q4 		$271K Sell
1,559
-78
-5% -$12.5K 0.24% 65
2023
Q3 		$252K Hold
1,637
– – 0.24% 69
2023
Q2 		$264K Buy
1,637
+28
+2% +$4.31K 0.24% 69
2023
Q1 		$244K Buy
1,609
+8
+0.5% +$1.21K 0.23% 72
2022
Q4 		$232K Buy
1,601
+9
+0.6% +$1.28K 0.23% 70
2022
Q3 		$205K Buy
+1,592
New +$226K 0.23% 71

Other funds holding IVE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Unionview LLC's IVE Position: Q4 2024 in Review

Unionview LLC increased its iShares S&P 500 Value ETF (IVE) stake by 8.1% in Q4 2024, buying an estimated $25.2K and bringing the position to 1,701 shares worth $325K. The position accounts for 0.24% of the portfolio, ranked #62.

Unionview LLC first reported a position in IVE in Q3 2022 and has held it in 10 quarters since. 1,551 funds tracked by Wall St. Rank hold IVE as of Q4 2024.

  • Unionview LLC held 1,701 shares of iShares S&P 500 Value ETF worth $325K as of Q4 2024.
  • Unionview LLC bought 127 iShares S&P 500 Value ETF shares in Q4 2024, an estimated $25.2K.
  • iShares S&P 500 Value ETF made up 0.24% of Unionview LLC's portfolio in Q4 2024, its #62 holding.
  • Unionview LLC first reported a position in iShares S&P 500 Value ETF in Q3 2022 and has held it in 10 quarters since.
  • 1,551 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2024.

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