ISHARES TR

Ticker: IWF CUSIP: 464287614 Class: RUS 1000 GRW ETF

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

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

Q4 2025
Shares 96,821 Value ($000) $45,825 Avg Close Range
Q3 2025
Shares 77,784 Value ($000) $36,435 Avg Close Range
Q2 2025
Shares 82,263 Value ($000) $34,927 Avg Close Range
Q1 2025
Shares 83,118 Value ($000) $30,013 Avg Close Range
Q4 2024
Shares 83,852 Value ($000) $33,673 Avg Close Range
Q3 2024
Shares 85,450 Value ($000) $32,076 Avg Close Range
Q2 2024
Shares 87,154 Value ($000) $31,768 Avg Close Range
Q1 2024
Shares 92,040 Value ($000) $31,022 Avg Close Range
Q4 2023
Shares 100,029 Value ($000) $30,326 Avg Close Range
Q3 2023
Shares 117,564 Value ($000) $31,271 Avg Close Range
Q2 2023
Shares 128,482 Value ($000) $35,356 Avg Close Range
Q1 2023
Shares 135,553 Value ($000) $33,120 Avg Close Range
Q4 2022
Shares 147,147 Value ($000) $31,525 Avg Close Range
Q3 2022
Shares 150,192 Value ($000) $31,600 Avg Close Range
Q2 2022
Shares 158,123 Value ($000) $34,582 Avg Close Range
Q1 2022
Shares 157,194 Value ($000) $43,642 Avg Close Range
Q4 2021
Shares 147,134 Value ($000) $44,963 Avg Close Range
Q3 2021
Shares 147,911 Value ($000) $40,534 Avg Close Range
Q2 2021
Shares 140,850 Value ($000) $38,238 Avg Close Range
Q1 2021
Shares 139,058 Value ($000) $33,797 Avg Close Range
Q4 2020
Shares 137,626 Value ($000) $33,187 Avg Close Range
Q3 2020
Shares 132,625 Value ($000) $28,765 Avg Close Range
Q2 2020
Shares 138,837 Value ($000) $26,650 Avg Close Range
Q1 2020
Shares 160,178 Value ($000) $24,131 Avg Close Range
Q4 2019
Shares 152,585 Value ($000) $26,843 Avg Close Range
Q3 2019
Shares 143,805 Value ($000) $22,956 Avg Close Range
Q2 2019
Shares 155,335 Value ($000) $24,440 Avg Close Range
Q1 2019
Shares 145,375 Value ($000) $22,004 Avg Close Range
Q4 2018
Shares 165,798 Value ($000) $21,705 Avg Close Range
Q3 2018
Shares 140,048 Value ($000) $21,845 Avg Close Range
Q2 2018
Shares 149,317 Value ($000) $21,472 Avg Close Range
Q1 2018
Shares 150,903 Value ($000) $20,536 Avg Close Range
Q4 2017
Shares 97,570 Value ($000) $13,202 Avg Close Range
Q3 2017
Shares 103,888 Value ($000) $12,992 Avg Close Range
Q2 2017
Shares 103,076 Value ($000) $12,268 Avg Close Range
Q1 2017
Shares 111,251 Value ($000) $12,660 Avg Close Range
Q4 2016
Shares 131,485 Value ($000) $13,793 Avg Close Range
Q3 2016
Shares 121,151 Value ($000) $12,620 Avg Close Range
Q2 2016
Shares 132,236 Value ($000) $13,224 Avg Close Range
Q1 2016
Shares 140,650 Value ($000) $14,034 Avg Close Range
Q4 2015
Shares 163,957 Value ($000) $16,310 Avg Close Range
Q3 2015
Shares 134,566 Value ($000) $12,515 Avg Close Range
Q2 2015
Shares 149,431 Value ($000) $14,795 Avg Close Range
Q1 2015
Shares 136,206 Value ($000) $13,547 Avg Close Range
Q4 2014
Shares 144,485 Value ($000) $13,814 Avg Close Range
Q3 2014
Shares 159,207 Value ($000) $14,588 Avg Close Range
Q2 2014
Shares 104,353 Value ($000) $9,489 Avg Close Range
Q1 2014
Shares 123,354 Value ($000) $10,675 Avg Close Range
Q4 2013
Shares 133,449 Value ($000) $11,470 Avg Close Range
Q3 2013
Shares 127,840 Value ($000) $9,997 Avg Close Range
Q2 2013
Shares 149,149 Value ($000) $10,849 Avg Close Range