ISHARES TR

Ticker: IWS CUSIP: 464287473 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 8,384 Value ($000) $1,183 Avg Close — Range —
Q3 2025
Shares 7,572 Value ($000) $1,058 Avg Close — Range —
Q2 2025
Shares 8,231 Value ($000) $1,088 Avg Close — Range —
Q1 2025
Shares 8,440 Value ($000) $1,063 Avg Close — Range —
Q4 2024
Shares 8,845 Value ($000) $1,144 Avg Close — Range —
Q3 2024
Shares 9,046 Value ($000) $1,196 Avg Close — Range —
Q2 2024
Shares 8,753 Value ($000) $1,057 Avg Close — Range —
Q1 2024
Shares 9,546 Value ($000) $1,196 Avg Close — Range —
Q4 2023
Shares 12,396 Value ($000) $1,442 Avg Close — Range —
Q3 2023
Shares 12,834 Value ($000) $1,339 Avg Close — Range —
Q2 2023
Shares 14,038 Value ($000) $1,542 Avg Close — Range —
Q1 2023
Shares 14,543 Value ($000) $1,545 Avg Close — Range —
Q4 2022
Shares 17,367 Value ($000) $1,829 Avg Close — Range —
Q3 2022
Shares 17,030 Value ($000) $1,636 Avg Close — Range —
Q2 2022
Shares 18,593 Value ($000) $1,888 Avg Close — Range —
Q1 2022
Shares 18,037 Value ($000) $2,158 Avg Close — Range —
Q4 2021
Shares 17,410 Value ($000) $2,131 Avg Close — Range —
Q3 2021
Shares 16,991 Value ($000) $1,924 Avg Close — Range —
Q2 2021
Shares 18,319 Value ($000) $2,106 Avg Close — Range —
Q1 2021
Shares 18,908 Value ($000) $2,067 Avg Close — Range —
Q4 2020
Shares 19,977 Value ($000) $1,937 Avg Close — Range —
Q3 2020
Shares 17,879 Value ($000) $1,445 Avg Close — Range —
Q2 2020
Shares 18,714 Value ($000) $1,432 Avg Close — Range —
Q1 2020
Shares 33,202 Value ($000) $2,128 Avg Close — Range —
Q4 2019
Shares 33,316 Value ($000) $3,157 Avg Close — Range —
Q3 2019
Shares 29,428 Value ($000) $2,640 Avg Close — Range —
Q2 2019
Shares 23,512 Value ($000) $2,096 Avg Close — Range —
Q1 2019
Shares 20,637 Value ($000) $1,793 Avg Close — Range —
Q4 2018
Shares 79,556 Value ($000) $6,074 Avg Close — Range —
Q3 2018
Shares 21,649 Value ($000) $1,954 Avg Close — Range —
Q2 2018
Shares 137,000 Value ($000) $12,123 Avg Close — Range —
Q1 2018
Shares 20,618 Value ($000) $1,782 Avg Close — Range —
Q4 2017
Shares 22,298 Value ($000) $1,995 Avg Close — Range —
Q3 2017
Shares 21,979 Value ($000) $1,867 Avg Close — Range —
Q2 2017
Shares 20,662 Value ($000) $1,737 Avg Close — Range —
Q1 2017
Shares 72,883 Value ($000) $6,049 Avg Close — Range —
Q4 2016
Shares 65,949 Value ($000) $5,304 Avg Close — Range —
Q3 2016
Shares 66,190 Value ($000) $5,081 Avg Close — Range —
Q2 2016
Shares 69,610 Value ($000) $5,151 Avg Close — Range —
Q1 2016
Shares 66,794 Value ($000) $4,738 Avg Close — Range —
Q4 2015
Shares 104,488 Value ($000) $7,174 Avg Close — Range —
Q3 2015
Shares 35,907 Value ($000) $2,409 Avg Close — Range —
Q2 2015
Shares 67,786 Value ($000) $5,000 Avg Close — Range —
Q1 2015
Shares 25,250 Value ($000) $1,878 Avg Close — Range —
Q4 2014
Shares 24,607 Value ($000) $1,815 Avg Close — Range —
Q3 2014
Shares 12,500 Value ($000) $875 Avg Close — Range —
Q2 2014
Shares 11,273 Value ($000) $819 Avg Close — Range —
Q1 2014
Shares 11,713 Value ($000) $805 Avg Close — Range —
Q4 2013
Shares 12,944 Value ($000) $851 Avg Close — Range —
Q3 2013
Shares 11,856 Value ($000) $722 Avg Close — Range —
Q2 2013
Shares 14,084 Value ($000) $816 Avg Close — Range —