ISHARES TR

Ticker: IWN CUSIP: 464287630 Class: RUS 2000 VAL ETF

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

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

Q4 2025
Shares 9,087 Value ($000) $1,647 Avg Close Range
Q3 2025
Shares 6,213 Value ($000) $1,099 Avg Close Range
Q2 2025
Shares 8,407 Value ($000) $1,326 Avg Close Range
Q1 2025
Shares 8,277 Value ($000) $1,250 Avg Close Range
Q4 2024
Shares 4,354 Value ($000) $715 Avg Close Range
Q3 2024
Shares 4,357 Value ($000) $727 Avg Close Range
Q2 2024
Shares 4,223 Value ($000) $643 Avg Close Range
Q1 2024
Shares 4,329 Value ($000) $687 Avg Close Range
Q4 2023
Shares 5,275 Value ($000) $819 Avg Close Range
Q3 2023
Shares 5,490 Value ($000) $744 Avg Close Range
Q2 2023
Shares 5,925 Value ($000) $834 Avg Close Range
Q1 2023
Shares 6,342 Value ($000) $869 Avg Close Range
Q4 2022
Shares 7,407 Value ($000) $1,027 Avg Close Range
Q3 2022
Shares 8,493 Value ($000) $1,095 Avg Close Range
Q2 2022
Shares 8,811 Value ($000) $1,200 Avg Close Range
Q1 2022
Shares 8,393 Value ($000) $1,355 Avg Close Range
Q4 2021
Shares 8,586 Value ($000) $1,426 Avg Close Range
Q3 2021
Shares 8,029 Value ($000) $1,286 Avg Close Range
Q2 2021
Shares 8,117 Value ($000) $1,346 Avg Close Range
Q1 2021
Shares 7,922 Value ($000) $1,263 Avg Close Range
Q4 2020
Shares 8,158 Value ($000) $1,075 Avg Close Range
Q3 2020
Shares 9,025 Value ($000) $896 Avg Close Range
Q2 2020
Shares 9,636 Value ($000) $939 Avg Close Range
Q1 2020
Shares 16,458 Value ($000) $1,350 Avg Close Range
Q4 2019
Shares 19,045 Value ($000) $2,449 Avg Close Range
Q3 2019
Shares 15,171 Value ($000) $1,812 Avg Close Range
Q2 2019
Shares 14,081 Value ($000) $1,697 Avg Close Range
Q1 2019
Shares 14,737 Value ($000) $1,767 Avg Close Range
Q4 2018
Shares 20,598 Value ($000) $2,215 Avg Close Range
Q3 2018
Shares 69,648 Value ($000) $9,263 Avg Close Range
Q2 2018
Shares 64,243 Value ($000) $8,475 Avg Close Range
Q1 2018
Shares 9,825 Value ($000) $1,198 Avg Close Range
Q4 2017
Shares 35,156 Value ($000) $4,421 Avg Close Range
Q3 2017
Shares 10,940 Value ($000) $1,358 Avg Close Range
Q2 2017
Shares 10,949 Value ($000) $1,302 Avg Close Range
Q1 2017
Shares 34,309 Value ($000) $4,054 Avg Close Range
Q4 2016
Shares 34,661 Value ($000) $4,123 Avg Close Range
Q3 2016
Shares 38,377 Value ($000) $4,020 Avg Close Range
Q2 2016
Shares 43,403 Value ($000) $4,210 Avg Close Range
Q1 2016
Shares 21,094 Value ($000) $1,966 Avg Close Range
Q4 2015
Shares 50,474 Value ($000) $4,641 Avg Close Range
Q3 2015
Shares 16,819 Value ($000) $1,515 Avg Close Range
Q2 2015
Shares 18,841 Value ($000) $1,921 Avg Close Range
Q1 2015
Shares 19,534 Value ($000) $1,973 Avg Close Range
Q4 2014
Shares 27,187 Value ($000) $2,764 Avg Close Range
Q3 2014
Shares 24,992 Value ($000) $2,338 Avg Close Range
Q2 2014
Shares 25,507 Value ($000) $2,634 Avg Close Range
Q1 2014
Shares 18,070 Value ($000) $1,822 Avg Close Range
Q3 2013
Shares 19,523 Value ($000) $1,789 Avg Close Range
Q2 2013
Shares 23,080 Value ($000) $1,983 Avg Close Range