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Unionview LLC’s iShares S&P 500 Growth ETF IVW Stock Holding History

Unionview LLC’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$272K Hold
2,682
– – 0.2% 71
2024
Q3 		$257K Buy
2,682
+1
+0% +$92 0.2% 77
2024
Q2 		$248K Buy
2,681
+2
+0.1% +$172 0.2% 78
2024
Q1 		$226K Sell
2,679
-98
-4% -$7.87K 0.19% 83
2023
Q4 		$209K Sell
2,777
-350
-11% -$24.9K 0.19% 81
2023
Q3 		$214K Hold
3,127
– – 0.2% 76
2023
Q2 		$220K Buy
+3,127
New +$207K 0.2% 77
2022
Q2 		– Sell
-3,039
Closed -$232K – 85
2022
Q1 		$232K Hold
3,039
– – 0.22% 80
2021
Q4 		$254K Buy
+3,039
New +$245K 0.24% 79

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Unionview LLC's IVW Position: Q4 2024 in Review

Unionview LLC held its iShares S&P 500 Growth ETF (IVW) position steady in Q4 2024 at 2,682 shares worth $272K. The position accounts for 0.2% of the portfolio, ranked #71.

Unionview LLC first reported a position in IVW in Q4 2021 and has held it in 9 quarters since. 1,869 funds tracked by Wall St. Rank hold IVW as of Q4 2024.

  • Unionview LLC held 2,682 shares of iShares S&P 500 Growth ETF worth $272K as of Q4 2024.
  • Unionview LLC left its iShares S&P 500 Growth ETF share count unchanged in Q4 2024.
  • iShares S&P 500 Growth ETF made up 0.2% of Unionview LLC's portfolio in Q4 2024, its #71 holding.
  • Unionview LLC first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 9 quarters since.
  • 1,869 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2024.

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