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Unionview LLC’s iShares Russell 1000 ETF IWB Stock Holding History

Unionview LLC’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$231K Buy
717
+2
+0.3% +$648 0.17% 79
2024
Q3 		$225K Buy
715
+3
+0.4% +$909 0.17% 87
2024
Q2 		$212K Buy
712
+2
+0.3% +$574 0.17% 84
2024
Q1 		$205K Buy
+710
New +$195K 0.17% 90

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Unionview LLC's IWB Position: Q4 2024 in Review

Unionview LLC increased its iShares Russell 1000 ETF (IWB) stake by 0.28% in Q4 2024, buying an estimated $648 and bringing the position to 717 shares worth $231K. The position accounts for 0.17% of the portfolio, ranked #79.

Unionview LLC first reported a position in IWB in Q1 2024 and has held it in 4 quarters since. 1,357 funds tracked by Wall St. Rank hold IWB as of Q4 2024.

  • Unionview LLC held 717 shares of iShares Russell 1000 ETF worth $231K as of Q4 2024.
  • Unionview LLC bought 2 iShares Russell 1000 ETF shares in Q4 2024, an estimated $648.
  • iShares Russell 1000 ETF made up 0.17% of Unionview LLC's portfolio in Q4 2024, its #79 holding.
  • Unionview LLC first reported a position in iShares Russell 1000 ETF in Q1 2024 and has held it in 4 quarters since.
  • 1,357 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2024.

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