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Unionview LLC’s iShares Russell 1000 Value ETF IWD Stock Holding History

Unionview LLC’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$3M Sell
16,184
-34
-0.2% -$6.52K 2.2% 13
2024
Q3 		$3.08M Sell
16,218
-16
-0.1% -$2.92K 2.4% 13
2024
Q2 		$2.83M Buy
16,234
+430
+3% +$75.2K 2.31% 13
2024
Q1 		$2.83M Buy
15,804
+2,147
+16% +$363K 2.34% 13
2023
Q4 		$2.26M Buy
13,657
+607
+5% +$93.7K 2.03% 12
2023
Q3 		$1.98M Buy
13,050
+1,641
+14% +$260K 1.87% 13
2023
Q2 		$1.8M Buy
11,409
+498
+5% +$76.1K 1.64% 15
2023
Q1 		$1.66M Buy
10,911
+710
+7% +$110K 1.56% 15
2022
Q4 		$1.55M Buy
10,201
+211
+2% +$31.6K 1.55% 15
2022
Q3 		$1.36M Buy
9,990
+219
+2% +$32.9K 1.55% 15
2022
Q2 		$1.42M Buy
9,771
+431
+5% +$67.4K 1.58% 14
2022
Q1 		$1.55M Buy
9,340
+333
+4% +$54.7K 1.45% 14
2021
Q4 		$1.51M Buy
+9,007
New +$1.48M 1.42% 14

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Unionview LLC's IWD Position: Q4 2024 in Review

Unionview LLC reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.21% in Q4 2024, selling an estimated $6.52K and leaving 16,184 shares worth $3M. The position accounts for 2.2% of the portfolio, ranked #13.

Unionview LLC first reported a position in IWD in Q4 2021 and has held it in 13 quarters since. The position peaked at $3.08M in Q3 2024. 1,735 funds tracked by Wall St. Rank hold IWD as of Q4 2024.

  • Unionview LLC held 16,184 shares of iShares Russell 1000 Value ETF worth $3M as of Q4 2024.
  • Unionview LLC sold 34 iShares Russell 1000 Value ETF shares in Q4 2024, an estimated $6.52K.
  • iShares Russell 1000 Value ETF made up 2.2% of Unionview LLC's portfolio in Q4 2024, its #13 holding.
  • Unionview LLC first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and has held it in 13 quarters since.
  • Unionview LLC's iShares Russell 1000 Value ETF position peaked at $3.08M in Q3 2024.
  • 1,735 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2024.

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