ISHARES TR

Ticker: IXJ CUSIP: 464287325 Class: GLOB HLTHCRE ETF

UNITED CAPITAL FINANCIAL ADVISORS, LLC's Holding History (CIK: 0001463217)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 42,309 Value ($000) $4,121 Avg Close — Range —
Q4 2018
Shares 91,879 Value ($000) $5,205 Avg Close — Range —
Q3 2015
Shares 49,147 Value ($000) $4,840 Avg Close — Range —
Q2 2015
Shares 67,616 Value ($000) $7,351 Avg Close — Range —
Q1 2015
Shares 47,698 Value ($000) $5,137 Avg Close — Range —
Q4 2014
Shares 36,173 Value ($000) $3,601 Avg Close — Range —