ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

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

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

Q4 2025
Shares 78,802 Value ($000) $19,398 Avg Close Range
Q3 2025
Shares 61,490 Value ($000) $14,878 Avg Close Range
Q2 2025
Shares 62,122 Value ($000) $13,405 Avg Close Range
Q1 2025
Shares 62,193 Value ($000) $12,407 Avg Close Range
Q4 2024
Shares 58,936 Value ($000) $13,023 Avg Close Range
Q3 2024
Shares 62,335 Value ($000) $13,769 Avg Close Range
Q2 2024
Shares 66,875 Value ($000) $13,568 Avg Close Range
Q1 2024
Shares 59,235 Value ($000) $12,457 Avg Close Range
Q4 2023
Shares 65,754 Value ($000) $13,197 Avg Close Range
Q3 2023
Shares 75,281 Value ($000) $13,305 Avg Close Range
Q2 2023
Shares 76,139 Value ($000) $14,259 Avg Close Range
Q1 2023
Shares 74,567 Value ($000) $13,303 Avg Close Range
Q4 2022
Shares 77,353 Value ($000) $13,487 Avg Close Range
Q3 2022
Shares 86,579 Value ($000) $14,279 Avg Close Range
Q2 2022
Shares 86,636 Value ($000) $14,673 Avg Close Range
Q1 2022
Shares 86,465 Value ($000) $17,749 Avg Close Range
Q4 2021
Shares 85,579 Value ($000) $19,037 Avg Close Range
Q3 2021
Shares 84,670 Value ($000) $18,521 Avg Close Range
Q2 2021
Shares 82,972 Value ($000) $19,031 Avg Close Range
Q1 2021
Shares 81,432 Value ($000) $17,992 Avg Close Range
Q4 2020
Shares 82,965 Value ($000) $16,266 Avg Close Range
Q3 2020
Shares 100,338 Value ($000) $15,030 Avg Close Range
Q2 2020
Shares 91,018 Value ($000) $13,032 Avg Close Range
Q1 2020
Shares 106,798 Value ($000) $12,224 Avg Close Range
Q4 2019
Shares 218,091 Value ($000) $36,131 Avg Close Range
Q3 2019
Shares 134,944 Value ($000) $20,422 Avg Close Range
Q2 2019
Shares 168,964 Value ($000) $26,274 Avg Close Range
Q1 2019
Shares 172,709 Value ($000) $26,440 Avg Close Range
Q4 2018
Shares 353,417 Value ($000) $46,955 Avg Close Range
Q3 2018
Shares 687,710 Value ($000) $115,914 Avg Close Range
Q2 2018
Shares 529,907 Value ($000) $86,783 Avg Close Range
Q1 2018
Shares 470,761 Value ($000) $71,476 Avg Close Range
Q4 2017
Shares 422,532 Value ($000) $64,956 Avg Close Range
Q3 2017
Shares 449,230 Value ($000) $66,567 Avg Close Range
Q2 2017
Shares 333,680 Value ($000) $47,022 Avg Close Range
Q1 2017
Shares 435,856 Value ($000) $59,921 Avg Close Range
Q4 2016
Shares 398,668 Value ($000) $53,760 Avg Close Range
Q3 2016
Shares 835,945 Value ($000) $103,833 Avg Close Range
Q2 2016
Shares 612,382 Value ($000) $70,424 Avg Close Range
Q1 2016
Shares 331,256 Value ($000) $36,749 Avg Close Range
Q4 2015
Shares 558,729 Value ($000) $62,924 Avg Close Range
Q3 2015
Shares 325,350 Value ($000) $35,528 Avg Close Range
Q2 2015
Shares 745,952 Value ($000) $93,140 Avg Close Range
Q1 2015
Shares 656,093 Value ($000) $79,505 Avg Close Range
Q4 2014
Shares 418,374 Value ($000) $50,046 Avg Close Range
Q3 2014
Shares 381,444 Value ($000) $41,711 Avg Close Range
Q2 2014
Shares 359,069 Value ($000) $42,661 Avg Close Range
Q1 2014
Shares 341,854 Value ($000) $39,771 Avg Close Range
Q4 2013
Shares 340,236 Value ($000) $39,250 Avg Close Range
Q3 2013
Shares 254,039 Value ($000) $27,083 Avg Close Range
Q2 2013
Shares 265,758 Value ($000) $25,778 Avg Close Range