ISHARES TR

Ticker: IGM CUSIP: 464287549 Class: EXPND TEC SC ETF

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

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

Q4 2025
Shares 13,277 Value ($000) $1,715 Avg Close — Range —
Q1 2024
Shares 3,474 Value ($000) $299 Avg Close — Range —
Q3 2019
Shares 111 Value ($000) $24 Avg Close — Range —
Q4 2015
Shares 79,422 Value ($000) $8,791 Avg Close — Range —