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Unionview LLC’s iShares Russell 2000 ETF IWM Stock Holding History

Unionview LLC’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$4.94M Buy
22,337
+59
+0.3% +$13.5K 3.62% 10
2024
Q3 		$4.92M Buy
22,278
+67
+0.3% +$14.3K 3.83% 8
2024
Q2 		$4.51M Buy
22,211
+32
+0.1% +$6.47K 3.68% 8
2024
Q1 		$4.66M Buy
22,179
+7
+0% +$1.4K 3.86% 8
2023
Q4 		$4.45M Sell
22,172
-480
-2% -$86K 4% 6
2023
Q3 		$4M Buy
22,652
+35
+0.2% +$6.57K 3.78% 8
2023
Q2 		$4.24M Sell
22,617
-146
-0.6% -$26K 3.87% 7
2023
Q1 		$4.06M Sell
22,763
-448
-2% -$82.5K 3.81% 7
2022
Q4 		$4.05M Buy
23,211
+186
+0.8% +$33.1K 4.05% 6
2022
Q3 		$3.8M Buy
23,025
+34
+0.1% +$6.2K 4.33% 6
2022
Q2 		$3.89M Sell
22,991
-224
-1% -$41.3K 4.35% 6
2022
Q1 		$4.76M Buy
23,215
+1,034
+5% +$211K 4.45% 6
2021
Q4 		$4.93M Buy
+22,181
New +$5.01M 4.61% 6

Other funds holding IWM

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Unionview LLC's IWM Position: Q4 2024 in Review

Unionview LLC increased its iShares Russell 2000 ETF (IWM) stake by 0.26% in Q4 2024, buying an estimated $13.5K and bringing the position to 22,337 shares worth $4.94M. The position accounts for 3.62% of the portfolio, ranked #10.

Unionview LLC first reported a position in IWM in Q4 2021 and has held it in 13 quarters since. 2,522 funds tracked by Wall St. Rank hold IWM as of Q4 2024.

  • Unionview LLC held 22,337 shares of iShares Russell 2000 ETF worth $4.94M as of Q4 2024.
  • Unionview LLC bought 59 iShares Russell 2000 ETF shares in Q4 2024, an estimated $13.5K.
  • iShares Russell 2000 ETF made up 3.62% of Unionview LLC's portfolio in Q4 2024, its #10 holding.
  • Unionview LLC first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 13 quarters since.
  • 2,522 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2024.

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