ISHARES TR

Ticker: IWP CUSIP: 464287481 Class: RUS MD CP GR ETF

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

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

Q4 2025
Shares 30,329 Value ($000) $4,153 Avg Close Range
Q3 2025
Shares 24,844 Value ($000) $3,538 Avg Close Range
Q2 2025
Shares 25,208 Value ($000) $3,496 Avg Close Range
Q1 2025
Shares 20,733 Value ($000) $2,436 Avg Close Range
Q4 2024
Shares 21,404 Value ($000) $2,713 Avg Close Range
Q3 2024
Shares 22,140 Value ($000) $2,597 Avg Close Range
Q2 2024
Shares 22,932 Value ($000) $2,531 Avg Close Range
Q1 2024
Shares 24,381 Value ($000) $2,783 Avg Close Range
Q4 2023
Shares 31,656 Value ($000) $3,307 Avg Close Range
Q3 2023
Shares 61,694 Value ($000) $5,636 Avg Close Range
Q2 2023
Shares 61,337 Value ($000) $5,927 Avg Close Range
Q1 2023
Shares 62,719 Value ($000) $5,711 Avg Close Range
Q4 2022
Shares 64,193 Value ($000) $5,367 Avg Close Range
Q3 2022
Shares 63,877 Value ($000) $5,010 Avg Close Range
Q2 2022
Shares 67,489 Value ($000) $5,346 Avg Close Range
Q1 2022
Shares 67,500 Value ($000) $6,784 Avg Close Range
Q4 2021
Shares 69,902 Value ($000) $8,054 Avg Close Range
Q3 2021
Shares 64,144 Value ($000) $7,189 Avg Close Range
Q2 2021
Shares 63,424 Value ($000) $7,180 Avg Close Range
Q1 2021
Shares 63,265 Value ($000) $6,457 Avg Close Range
Q4 2020
Shares 65,837 Value ($000) $6,758 Avg Close Range
Q3 2020
Shares 36,405 Value ($000) $6,293 Avg Close Range
Q2 2020
Shares 35,026 Value ($000) $5,538 Avg Close Range
Q1 2020
Shares 21,319 Value ($000) $2,592 Avg Close Range
Q4 2019
Shares 79,040 Value ($000) $12,060 Avg Close Range
Q3 2019
Shares 57,801 Value ($000) $8,170 Avg Close Range
Q2 2019
Shares 37,729 Value ($000) $5,380 Avg Close Range
Q1 2019
Shares 91,258 Value ($000) $12,381 Avg Close Range
Q4 2018
Shares 70,261 Value ($000) $7,989 Avg Close Range
Q3 2018
Shares 88,158 Value ($000) $11,953 Avg Close Range
Q2 2018
Shares 104,485 Value ($000) $13,241 Avg Close Range
Q1 2018
Shares 97,775 Value ($000) $12,021 Avg Close Range
Q4 2017
Shares 89,809 Value ($000) $10,897 Avg Close Range
Q3 2017
Shares 70,048 Value ($000) $7,929 Avg Close Range
Q2 2017
Shares 64,816 Value ($000) $7,005 Avg Close Range
Q1 2017
Shares 11,998 Value ($000) $1,245 Avg Close Range
Q4 2016
Shares 42,790 Value ($000) $4,167 Avg Close Range
Q3 2016
Shares 9,455 Value ($000) $921 Avg Close Range
Q2 2016
Shares 13,173 Value ($000) $1,238 Avg Close Range
Q1 2016
Shares 42,265 Value ($000) $3,895 Avg Close Range
Q4 2015
Shares 14,282 Value ($000) $1,313 Avg Close Range
Q3 2015
Shares 20,574 Value ($000) $1,823 Avg Close Range
Q2 2015
Shares 36,885 Value ($000) $3,572 Avg Close Range
Q1 2015
Shares 29,031 Value ($000) $2,823 Avg Close Range
Q4 2014
Shares 22,253 Value ($000) $2,075 Avg Close Range
Q3 2014
Shares 15,785 Value ($000) $1,395 Avg Close Range
Q2 2014
Shares 15,652 Value ($000) $1,402 Avg Close Range
Q1 2014
Shares 9,452 Value ($000) $811 Avg Close Range
Q4 2013
Shares 9,620 Value ($000) $812 Avg Close Range
Q3 2013
Shares 6,106 Value ($000) $477 Avg Close Range
Q2 2013
Shares 10,090 Value ($000) $724 Avg Close Range