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Unionview LLC’s iShares Core S&P 500 ETF IVV Stock Holding History

Unionview LLC’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$1.85M Buy
3,138
+32
+1% +$18.9K 1.35% 17
2024
Q3 		$1.79M Sell
3,106
-40
-1% -$22.2K 1.39% 18
2024
Q2 		$1.72M Sell
3,146
-147
-4% -$77.3K 1.41% 18
2024
Q1 		$1.73M Buy
3,293
+20
+0.6% +$10K 1.43% 17
2023
Q4 		$1.56M Sell
3,273
-180
-5% -$80.6K 1.4% 16
2023
Q3 		$1.48M Buy
3,453
+2,274
+193% +$1.02M 1.4% 17
2023
Q2 		$526K Sell
1,179
-4
-0.3% -$1.69K 0.48% 41
2023
Q1 		$486K Buy
1,183
+5
+0.4% +$2K 0.46% 42
2022
Q4 		$453K Buy
1,178
+40
+4% +$15.4K 0.45% 43
2022
Q3 		$408K Buy
1,138
+74
+7% +$29.5K 0.47% 43
2022
Q2 		$403K Buy
1,064
+558
+110% +$230K 0.45% 46
2022
Q1 		$229K Sell
506
-50
-9% -$22.4K 0.21% 82
2021
Q4 		$265K Buy
+556
New +$256K 0.25% 75

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Unionview LLC's IVV Position: Q4 2024 in Review

Unionview LLC increased its iShares Core S&P 500 ETF (IVV) stake by 1% in Q4 2024, buying an estimated $18.9K and bringing the position to 3,138 shares worth $1.85M. The position accounts for 1.35% of the portfolio, ranked #17.

Unionview LLC first reported a position in IVV in Q4 2021 and has held it in 13 quarters since. 3,604 funds tracked by Wall St. Rank hold IVV as of Q4 2024.

  • Unionview LLC held 3,138 shares of iShares Core S&P 500 ETF worth $1.85M as of Q4 2024.
  • Unionview LLC bought 32 iShares Core S&P 500 ETF shares in Q4 2024, an estimated $18.9K.
  • iShares Core S&P 500 ETF made up 1.35% of Unionview LLC's portfolio in Q4 2024, its #17 holding.
  • Unionview LLC first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 13 quarters since.
  • 3,604 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2024.

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