ISHARES TR

Ticker: IUSV CUSIP: 464287663 Class: ETF

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

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

Q4 2025
Shares 130,522 Value ($000) $13,384 Avg Close — Range —
Q3 2025
Shares 113,914 Value ($000) $11,386 Avg Close — Range —
Q2 2025
Shares 113,848 Value ($000) $10,773 Avg Close — Range —
Q1 2025
Shares 115,447 Value ($000) $10,655 Avg Close — Range —
Q4 2024
Shares 120,997 Value ($000) $11,203 Avg Close — Range —
Q3 2024
Shares 122,141 Value ($000) $11,663 Avg Close — Range —
Q2 2024
Shares 124,545 Value ($000) $10,976 Avg Close — Range —
Q1 2024
Shares 137,766 Value ($000) $12,460 Avg Close — Range —
Q4 2023
Shares 142,561 Value ($000) $12,022 Avg Close — Range —
Q3 2023
Shares 199,949 Value ($000) $14,920 Avg Close — Range —
Q2 2023
Shares 210,322 Value ($000) $16,460 Avg Close — Range —
Q1 2023
Shares 240,674 Value ($000) $17,757 Avg Close — Range —
Q4 2022
Shares 271,234 Value ($000) $19,157 Avg Close — Range —
Q3 2022
Shares 294,219 Value ($000) $18,421 Avg Close — Range —
Q2 2022
Shares 319,750 Value ($000) $21,385 Avg Close — Range —
Q1 2022
Shares 338,926 Value ($000) $25,714 Avg Close — Range —
Q4 2021
Shares 358,500 Value ($000) $27,368 Avg Close — Range —
Q3 2021
Shares 364,498 Value ($000) $25,836 Avg Close — Range —
Q2 2021
Shares 378,927 Value ($000) $27,268 Avg Close — Range —
Q1 2021
Shares 399,475 Value ($000) $27,524 Avg Close — Range —
Q4 2020
Shares 402,139 Value ($000) $25,009 Avg Close — Range —
Q3 2020
Shares 398,979 Value ($000) $21,661 Avg Close — Range —
Q2 2020
Shares 369,739 Value ($000) $19,311 Avg Close — Range —
Q1 2020
Shares 331,412 Value ($000) $15,305 Avg Close — Range —
Q4 2019
Shares 302,154 Value ($000) $19,042 Avg Close — Range —
Q3 2019
Shares 272,860 Value ($000) $15,771 Avg Close — Range —
Q2 2019
Shares 219,257 Value ($000) $12,421 Avg Close — Range —
Q1 2019
Shares 138,172 Value ($000) $7,576 Avg Close — Range —
Q4 2018
Shares 27,530 Value ($000) $1,351 Avg Close — Range —