UNIONVIEW, LLC historic quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 4 quarters from 2023-12-31 to 2024-12-31, UNIONVIEW, LLC opened 9 positions, added to 138, reduced 50 and sold out of 5.
- Q3 2024: Stock JAVA; Country of operation —; Class ACTIVE VALUE ETF; Shares before 127,306.
- Q3 2024: Stock MDY; Country of operation —; Class UTSER1 S&PDCRP; Shares before 13,694.
- Q3 2024: Stock IWM; Country of operation —; Class RUSSELL 2000 ETF; Shares before 22,211.
- Q3 2024: Stock IJH; Country of operation —; Class CORE S&P MCP ETF; Shares before 55,131.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1908167), 4 quarters: Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-03); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-06); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-02); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-29). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2021-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q3 2024 | JAVA
J P MORGAN EXCHANGE TRADED F | | ACTIVE VALUE ETF | 127,306 | 131,100 | +3,794 | $7,544,160 | $8,399,595 | +$855,435 | 2024-11-06 |
|---|
| Q3 2024 | MDY
SPDR S&P MIDCAP 400 ETF TR | | UTSER1 S&PDCRP | 13,694 | 13,722 | +28 | $7,327,432 | $7,816,658 | +$489,226 | 2024-11-06 |
|---|
| Q3 2024 | IWM
ISHARES TR | | RUSSELL 2000 ETF | 22,211 | 22,278 | +67 | $4,506,435 | $4,920,944 | +$414,509 | 2024-11-06 |
|---|
| Q3 2024 | IJH
ISHARES TR | | CORE S&P MCP ETF | 55,131 | 55,462 | +331 | $3,226,275 | $3,456,401 | +$230,126 | 2024-11-06 |
|---|
| Q3 2024 | IQLT
ISHARES TR | | MSCI INTL QUALTY | 78,729 | 79,209 | +480 | $3,074,373 | $3,286,387 | +$212,014 | 2024-11-06 |
|---|
| Q3 2024 | EFA
ISHARES TR | | MSCI EAFE ETF | 31,683 | 31,967 | +284 | $2,481,765 | $2,673,375 | +$191,610 | 2024-11-06 |
|---|
| Q3 2024 | IYR
ISHARES TR | | U.S. REAL ES ETF | 11,717 | 11,830 | +113 | $1,028,066 | $1,205,079 | +$177,013 | 2024-11-06 |
|---|
| Q3 2024 | DVY
ISHARES TR | | SELECT DIVID ETF | 11,075 | 11,151 | +76 | $1,339,814 | $1,506,162 | +$166,348 | 2024-11-06 |
|---|
| Q3 2024 | IJS
ISHARES TR | | SP SMCP600VL ETF | 14,298 | 14,302 | +4 | $1,390,769 | $1,539,798 | +$149,029 | 2024-11-06 |
|---|
| Q3 2024 | FV
FIRST TR EXCHANGE-TRADED FD | | DORSEY WRT 5 ETF | 88,803 | 89,195 | +392 | $5,085,397 | $5,197,381 | +$111,984 | 2024-11-06 |
|---|
| Q3 2024 | SCZ
ISHARES TR | | EAFE SML CP ETF | 13,499 | 13,507 | +8 | $832,050 | $914,393 | +$82,343 | 2024-11-06 |
|---|
| Q3 2024 | SUSA
ISHARES TR | | MSCI USA ESG SLC | 6,984 | 7,003 | +19 | $784,794 | $843,009 | +$58,215 | 2024-11-06 |
|---|
| Q3 2024 | VNQ
VANGUARD INDEX FDS | | REAL ESTATE ETF | 3,966 | 3,985 | +19 | $332,163 | $388,212 | +$56,049 | 2024-11-06 |
|---|
| Q3 2024 | VO
VANGUARD INDEX FDS | | MID CAP ETF | 1,933 | 1,947 | +14 | $468,023 | $513,560 | +$45,537 | 2024-11-06 |
|---|
| Q3 2024 | IYM
ISHARES TR | | U.S. BAS MTL ETF | 4,188 | 4,205 | +17 | $586,408 | $631,436 | +$45,028 | 2024-11-06 |
|---|
| Q3 2024 | VB
VANGUARD INDEX FDS | | SMALL CP ETF | 1,876 | 1,883 | +7 | $408,982 | $446,609 | +$37,627 | 2024-11-06 |
|---|
| Q3 2024 | VBR
VANGUARD INDEX FDS | | SM CP VAL ETF | 1,622 | 1,642 | +20 | $296,133 | $329,734 | +$33,601 | 2024-11-06 |
|---|
| Q3 2024 | DIA
SPDR DOW JONES INDL AVERAGE | | UT SER 1 | 930 | 933 | +3 | $363,686 | $394,796 | +$31,110 | 2024-11-06 |
|---|
| Q3 2024 | VV
VANGUARD INDEX FDS | | LARGE CAP ETF | 2,080 | 2,086 | +6 | $519,219 | $549,297 | +$30,078 | 2024-11-06 |
|---|
| Q3 2024 | EZM
WISDOMTREE TR | | US MIDCAP FUND | 6,244 | 6,262 | +18 | $360,847 | $390,390 | +$29,543 | 2024-11-06 |
|---|
| Q3 2024 | IWR
ISHARES TR | | RUS MID CAP ETF | 3,847 | 3,862 | +15 | $311,905 | $340,353 | +$28,448 | 2024-11-06 |
|---|
| Q3 2024 | EMLP
FIRST TR EXCHANGE-TRADED FD | | NO AMER ENERGY | 7,093 | 7,232 | +139 | $216,042 | $243,000 | +$26,958 | 2024-11-06 |
|---|
| Q3 2024 | VGK
VANGUARD INTL EQUITY INDEX F | | FTSE EUROPE ETF | 5,980 | 5,990 | +10 | $399,271 | $425,922 | +$26,651 | 2024-11-06 |
|---|
| Q3 2024 | VTV
VANGUARD INDEX FDS | | VALUE ETF | 1,621 | 1,633 | +12 | $260,076 | $285,086 | +$25,010 | 2024-11-06 |
|---|
| Q3 2024 | IVE
ISHARES TR | | S&P 500 VAL ETF | 1,573 | 1,574 | +1 | $286,315 | $310,438 | +$24,123 | 2024-11-06 |
|---|
| Q3 2024 | IWP
ISHARES TR | | RUS MD CP GR ETF | 2,945 | 2,946 | +1 | $325,033 | $345,586 | +$20,553 | 2024-11-06 |
|---|
| Q3 2024 | IJT
ISHARES TR | | S&P SML 600 GWT | 1,571 | 1,577 | +6 | $201,715 | $219,910 | +$18,195 | 2024-11-06 |
|---|
| Q3 2024 | VOO
VANGUARD INDEX FDS | | S&P 500 ETF SHS | 519 | 521 | +2 | $259,800 | $275,082 | +$15,282 | 2024-11-06 |
|---|
| Q3 2024 | AWF
ALLIANCEBERNSTEIN GLOBAL HIG | | COM | 14,034 | 14,290 | +256 | $147,077 | $162,046 | +$14,969 | 2024-11-06 |
|---|
| Q3 2024 | IWB
ISHARES TR | | RUS 1000 ETF | 712 | 715 | +3 | $211,876 | $224,636 | +$12,760 | 2024-11-06 |
|---|
| Q3 2024 | DSI
ISHARES TR | | MSCI KLD400 SOC | 2,060 | 2,067 | +7 | $213,953 | $224,844 | +$10,891 | 2024-11-06 |
|---|
| Q3 2024 | IVW
ISHARES TR | | S&P 500 GRWT ETF | 2,681 | 2,682 | +1 | $248,106 | $256,766 | +$8,660 | 2024-11-06 |
|---|
| Q3 2024 | RSPT
INVESCO EXCHANGE TRADED FD T | | S&P500 EQL TEC | 7,217 | 7,225 | +8 | $264,582 | $272,381 | +$7,799 | 2024-11-06 |
|---|
| Q3 2024 | VUG
VANGUARD INDEX FDS | | GROWTH ETF | 699 | 701 | +2 | $261,519 | $269,008 | +$7,489 | 2024-11-06 |
|---|
| Q3 2024 | FTEC
FIDELITY COVINGTON TRUST | | MSCI INFO TECH I | 1,516 | 1,517 | +1 | $259,957 | $264,630 | +$4,673 | 2024-11-06 |
|---|
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|
| Not available yet |