Unionview LLC’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Unionview LLC’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$9.23M	Sell	91,648 -1,424	-2%	-$140K	6.76%	3
2024 Q3	$8.73M	Sell	93,072 -200	-0.2%	-$18.1K	6.8%	2
2024 Q2	$8.5M	Sell	93,272 -1,288	-1%	-$110K	6.94%	2
2024 Q1	$7.97M	Buy	94,560 +1,520	+2%	+$122K	6.59%	2
2023 Q4	$7.05M	Buy	93,040 +1,972	+2%	+$139K	6.33%	3
2023 Q3	$6.06M	Buy	91,068 +1,928	+2%	+$133K	5.72%	4
2023 Q2	$6.13M	Buy	89,140 +2,816	+3%	+$179K	5.6%	4
2023 Q1	$5.27M	Buy	86,324 +1,644	+2%	+$94.7K	4.95%	5
2022 Q4	$4.54M	Buy	84,680 +5,316	+7%	+$292K	4.53%	5
2022 Q3	$4.17M	Buy	79,364 +2,404	+3%	+$141K	4.77%	5
2022 Q2	$4.21M	Buy	76,960 +1,260	+2%	+$75.6K	4.7%	5
2022 Q1	$5.25M	Sell	75,700 -21,780	-22%	-$1.49M	4.91%	5
2021 Q4	$7.45M	Buy	+97,480	New	+$7.23M	6.96%	3

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Unionview LLC's IWF Position: Q4 2024 in Review

Unionview LLC reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1.5% in Q4 2024, selling an estimated $140K and leaving 91,648 shares worth $9.23M. The position accounts for 6.76% of the portfolio, ranked #3.

Unionview LLC first reported a position in IWF in Q4 2021 and has held it in 13 quarters since. 2,304 funds tracked by Wall St. Rank hold IWF as of Q4 2024.

Unionview LLC held 91,648 shares of iShares Russell 1000 Growth ETF worth $9.23M as of Q4 2024.
Unionview LLC sold 1,424 iShares Russell 1000 Growth ETF shares in Q4 2024, an estimated $140K.
iShares Russell 1000 Growth ETF made up 6.76% of Unionview LLC's portfolio in Q4 2024, its #3 holding.
Unionview LLC first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 13 quarters since.
2,304 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2024.

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