ISHARES TR

Ticker: IWD CUSIP: 464287598 Class: RUS 1000 VAL ETF

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

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

Q4 2025
Shares 99,197 Value ($000) $20,865 Avg Close Range
Q3 2025
Shares 92,731 Value ($000) $18,879 Avg Close Range
Q2 2025
Shares 95,411 Value ($000) $18,532 Avg Close Range
Q1 2025
Shares 97,228 Value ($000) $18,294 Avg Close Range
Q4 2024
Shares 98,148 Value ($000) $18,170 Avg Close Range
Q3 2024
Shares 95,370 Value ($000) $18,101 Avg Close Range
Q2 2024
Shares 96,500 Value ($000) $16,836 Avg Close Range
Q1 2024
Shares 100,249 Value ($000) $17,956 Avg Close Range
Q4 2023
Shares 103,004 Value ($000) $17,021 Avg Close Range
Q3 2023
Shares 132,151 Value ($000) $20,063 Avg Close Range
Q2 2023
Shares 140,807 Value ($000) $22,224 Avg Close Range
Q1 2023
Shares 169,920 Value ($000) $25,872 Avg Close Range
Q4 2022
Shares 175,696 Value ($000) $26,644 Avg Close Range
Q3 2022
Shares 181,185 Value ($000) $24,639 Avg Close Range
Q2 2022
Shares 194,026 Value ($000) $28,128 Avg Close Range
Q1 2022
Shares 191,364 Value ($000) $31,763 Avg Close Range
Q4 2021
Shares 177,570 Value ($000) $29,819 Avg Close Range
Q3 2021
Shares 166,753 Value ($000) $26,098 Avg Close Range
Q2 2021
Shares 146,849 Value ($000) $23,293 Avg Close Range
Q1 2021
Shares 137,182 Value ($000) $20,790 Avg Close Range
Q4 2020
Shares 138,224 Value ($000) $18,899 Avg Close Range
Q3 2020
Shares 136,133 Value ($000) $16,081 Avg Close Range
Q2 2020
Shares 142,678 Value ($000) $16,068 Avg Close Range
Q1 2020
Shares 192,162 Value ($000) $19,059 Avg Close Range
Q4 2019
Shares 192,573 Value ($000) $26,282 Avg Close Range
Q3 2019
Shares 174,327 Value ($000) $22,359 Avg Close Range
Q2 2019
Shares 164,508 Value ($000) $20,929 Avg Close Range
Q1 2019
Shares 151,982 Value ($000) $18,768 Avg Close Range
Q4 2018
Shares 185,580 Value ($000) $20,609 Avg Close Range
Q3 2018
Shares 138,125 Value ($000) $17,489 Avg Close Range
Q2 2018
Shares 143,806 Value ($000) $17,455 Avg Close Range
Q1 2018
Shares 143,662 Value ($000) $17,234 Avg Close Range
Q4 2017
Shares 71,903 Value ($000) $8,940 Avg Close Range
Q3 2017
Shares 78,398 Value ($000) $9,291 Avg Close Range
Q2 2017
Shares 77,892 Value ($000) $9,069 Avg Close Range
Q1 2017
Shares 83,498 Value ($000) $9,597 Avg Close Range
Q4 2016
Shares 93,467 Value ($000) $10,471 Avg Close Range
Q3 2016
Shares 89,018 Value ($000) $9,402 Avg Close Range
Q2 2016
Shares 97,630 Value ($000) $10,056 Avg Close Range
Q1 2016
Shares 102,357 Value ($000) $10,114 Avg Close Range
Q4 2015
Shares 135,938 Value ($000) $13,303 Avg Close Range
Q3 2015
Shares 110,255 Value ($000) $10,285 Avg Close Range
Q2 2015
Shares 134,312 Value ($000) $13,854 Avg Close Range
Q1 2015
Shares 132,795 Value ($000) $13,809 Avg Close Range
Q4 2014
Shares 153,960 Value ($000) $16,073 Avg Close Range
Q3 2014
Shares 169,263 Value ($000) $16,942 Avg Close Range
Q2 2014
Shares 108,266 Value ($000) $10,964 Avg Close Range
Q1 2014
Shares 98,064 Value ($000) $9,463 Avg Close Range
Q4 2013
Shares 4,064 Value ($000) $383 Avg Close Range
Q3 2013
Shares 98,635 Value ($000) $8,502 Avg Close Range
Q2 2013
Shares 104,853 Value ($000) $8,786 Avg Close Range