ISHARES TR

Ticker: IUSG CUSIP: 464287671 Class: CORE S&P US GWT

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

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

Q4 2025
Shares 118,097 Value ($000) $19,833 Avg Close — Range —
Q3 2025
Shares 75,648 Value ($000) $12,447 Avg Close — Range —
Q2 2025
Shares 78,076 Value ($000) $11,743 Avg Close — Range —
Q1 2025
Shares 79,428 Value ($000) $10,094 Avg Close — Range —
Q4 2024
Shares 89,784 Value ($000) $12,511 Avg Close — Range —
Q3 2024
Shares 93,314 Value ($000) $12,309 Avg Close — Range —
Q2 2024
Shares 96,354 Value ($000) $12,283 Avg Close — Range —
Q1 2024
Shares 102,296 Value ($000) $11,990 Avg Close — Range —
Q4 2023
Shares 112,634 Value ($000) $11,725 Avg Close — Range —
Q3 2023
Shares 174,687 Value ($000) $16,566 Avg Close — Range —
Q2 2023
Shares 182,595 Value ($000) $17,829 Avg Close — Range —
Q1 2023
Shares 198,024 Value ($000) $17,579 Avg Close — Range —
Q4 2022
Shares 211,637 Value ($000) $17,253 Avg Close — Range —
Q3 2022
Shares 225,956 Value ($000) $18,117 Avg Close — Range —
Q2 2022
Shares 236,268 Value ($000) $19,776 Avg Close — Range —
Q1 2022
Shares 255,028 Value ($000) $26,946 Avg Close — Range —
Q4 2021
Shares 270,791 Value ($000) $31,314 Avg Close — Range —
Q3 2021
Shares 284,107 Value ($000) $29,095 Avg Close — Range —
Q2 2021
Shares 303,319 Value ($000) $30,629 Avg Close — Range —
Q1 2021
Shares 312,973 Value ($000) $28,415 Avg Close — Range —
Q4 2020
Shares 311,796 Value ($000) $27,653 Avg Close — Range —
Q3 2020
Shares 322,310 Value ($000) $25,778 Avg Close — Range —
Q2 2020
Shares 317,842 Value ($000) $22,846 Avg Close — Range —
Q1 2020
Shares 292,077 Value ($000) $16,675 Avg Close — Range —
Q4 2019
Shares 273,886 Value ($000) $18,526 Avg Close — Range —
Q3 2019
Shares 245,464 Value ($000) $15,432 Avg Close — Range —
Q2 2019
Shares 199,914 Value ($000) $12,531 Avg Close — Range —
Q1 2019
Shares 128,800 Value ($000) $7,769 Avg Close — Range —
Q4 2018
Shares 26,061 Value ($000) $1,373 Avg Close — Range —