ISHARES TR

Ticker: IWB CUSIP: 464287622 Class: RUS 1000 ETF

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

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

Q4 2025
Shares 21,976 Value ($000) $8,207 Avg Close Range
Q3 2025
Shares 11,631 Value ($000) $4,251 Avg Close Range
Q2 2025
Shares 11,585 Value ($000) $3,934 Avg Close Range
Q1 2025
Shares 11,014 Value ($000) $3,378 Avg Close Range
Q4 2024
Shares 11,182 Value ($000) $3,602 Avg Close Range
Q3 2024
Shares 11,259 Value ($000) $3,540 Avg Close Range
Q2 2024
Shares 15,250 Value ($000) $4,537 Avg Close Range
Q1 2024
Shares 14,207 Value ($000) $4,092 Avg Close Range
Q4 2023
Shares 19,683 Value ($000) $5,162 Avg Close Range
Q3 2023
Shares 40,457 Value ($000) $9,504 Avg Close Range
Q2 2023
Shares 43,881 Value ($000) $10,696 Avg Close Range
Q1 2023
Shares 44,080 Value ($000) $9,928 Avg Close Range
Q4 2022
Shares 47,046 Value ($000) $9,904 Avg Close Range
Q3 2022
Shares 49,206 Value ($000) $9,710 Avg Close Range
Q2 2022
Shares 53,701 Value ($000) $11,157 Avg Close Range
Q1 2022
Shares 55,268 Value ($000) $13,821 Avg Close Range
Q4 2021
Shares 63,910 Value ($000) $16,900 Avg Close Range
Q3 2021
Shares 56,922 Value ($000) $13,759 Avg Close Range
Q2 2021
Shares 57,753 Value ($000) $13,981 Avg Close Range
Q1 2021
Shares 56,747 Value ($000) $12,702 Avg Close Range
Q4 2020
Shares 66,029 Value ($000) $13,988 Avg Close Range
Q3 2020
Shares 53,043 Value ($000) $9,927 Avg Close Range
Q2 2020
Shares 53,301 Value ($000) $9,151 Avg Close Range
Q1 2020
Shares 67,241 Value ($000) $9,517 Avg Close Range
Q4 2019
Shares 63,696 Value ($000) $11,365 Avg Close Range
Q3 2019
Shares 49,523 Value ($000) $8,149 Avg Close Range
Q2 2019
Shares 38,562 Value ($000) $6,277 Avg Close Range
Q1 2019
Shares 38,674 Value ($000) $6,084 Avg Close Range
Q4 2018
Shares 62,889 Value ($000) $8,635 Avg Close Range
Q3 2018
Shares 41,885 Value ($000) $6,773 Avg Close Range
Q2 2018
Shares 40,514 Value ($000) $6,157 Avg Close Range
Q1 2018
Shares 42,023 Value ($000) $6,171 Avg Close Range
Q4 2017
Shares 42,711 Value ($000) $6,373 Avg Close Range
Q3 2017
Shares 40,585 Value ($000) $5,677 Avg Close Range
Q2 2017
Shares 24,297 Value ($000) $3,287 Avg Close Range
Q1 2017
Shares 24,454 Value ($000) $3,210 Avg Close Range
Q4 2016
Shares 27,454 Value ($000) $3,417 Avg Close Range
Q3 2016
Shares 22,124 Value ($000) $2,665 Avg Close Range
Q2 2016
Shares 22,965 Value ($000) $2,687 Avg Close Range
Q1 2016
Shares 32,009 Value ($000) $3,665 Avg Close Range
Q4 2015
Shares 59,265 Value ($000) $6,715 Avg Close Range
Q3 2015
Shares 33,181 Value ($000) $3,552 Avg Close Range
Q2 2015
Shares 28,252 Value ($000) $3,278 Avg Close Range
Q1 2015
Shares 24,116 Value ($000) $2,817 Avg Close Range
Q4 2014
Shares 15,036 Value ($000) $1,724 Avg Close Range
Q3 2014
Shares 11,953 Value ($000) $1,313 Avg Close Range
Q2 2014
Shares 12,284 Value ($000) $1,353 Avg Close Range
Q1 2014
Shares 11,559 Value ($000) $1,211 Avg Close Range
Q4 2013
Shares 12,119 Value ($000) $1,250 Avg Close Range
Q3 2013
Shares 5,926 Value ($000) $558 Avg Close Range
Q2 2013
Shares 13,145 Value ($000) $1,182 Avg Close Range