Unionview LLC’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Unionview LLC’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$342K	Buy	3,874 +12	+0.3%	+$1.09K	0.25%	58
2024 Q3	$340K	Buy	3,862 +15	+0.4%	+$1.26K	0.26%	59
2024 Q2	$312K	Buy	3,847 +9	+0.2%	+$733	0.25%	60
2024 Q1	$323K	Buy	3,838 +9	+0.2%	+$713	0.27%	59
2023 Q4	$298K	Buy	3,829 +31	+0.8%	+$2.2K	0.27%	61
2023 Q3	$263K	Hold	3,798	–	–	0.25%	65
2023 Q2	$277K	Buy	3,798 +9	+0.2%	+$626	0.25%	66
2023 Q1	$265K	Buy	3,789 +487	+15%	+$34.4K	0.25%	68
2022 Q4	$223K	Buy	+3,302	New	+$223K	0.22%	75
2022 Q2	–	Sell	-2,696	Closed	-$210K	–	86
2022 Q1	$210K	Buy	2,696 +44	+2%	+$3.39K	0.2%	87
2021 Q4	$220K	Buy	+2,652	New	+$218K	0.21%	89

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Unionview LLC's IWR Position: Q4 2024 in Review

Unionview LLC increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.31% in Q4 2024, buying an estimated $1.09K and bringing the position to 3,874 shares worth $342K. The position accounts for 0.25% of the portfolio, ranked #58.

Unionview LLC first reported a position in IWR in Q4 2021 and has held it in 11 quarters since. 1,410 funds tracked by Wall St. Rank hold IWR as of Q4 2024.

Unionview LLC held 3,874 shares of iShares Russell Mid-Cap ETF worth $342K as of Q4 2024.
Unionview LLC bought 12 iShares Russell Mid-Cap ETF shares in Q4 2024, an estimated $1.09K.
iShares Russell Mid-Cap ETF made up 0.25% of Unionview LLC's portfolio in Q4 2024, its #58 holding.
Unionview LLC first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and has held it in 11 quarters since.
1,410 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2024.

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