ISHARES TR

Ticker: IJJ CUSIP: 464287705 Class: S&P MC 400VL ETF

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

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

Q4 2025
Shares 6,325 Value ($000) $832 Avg Close Range
Q3 2025
Shares 5,896 Value ($000) $765 Avg Close Range
Q2 2025
Shares 5,632 Value ($000) $696 Avg Close Range
Q1 2025
Shares 5,969 Value ($000) $715 Avg Close Range
Q4 2024
Shares 5,626 Value ($000) $703 Avg Close Range
Q3 2024
Shares 5,832 Value ($000) $721 Avg Close Range
Q2 2024
Shares 6,298 Value ($000) $715 Avg Close Range
Q1 2024
Shares 6,455 Value ($000) $764 Avg Close Range
Q4 2023
Shares 6,583 Value ($000) $751 Avg Close Range
Q3 2023
Shares 10,769 Value ($000) $1,087 Avg Close Range
Q2 2023
Shares 12,210 Value ($000) $1,308 Avg Close Range
Q1 2023
Shares 12,437 Value ($000) $1,278 Avg Close Range
Q4 2022
Shares 13,687 Value ($000) $1,380 Avg Close Range
Q3 2022
Shares 12,717 Value ($000) $1,145 Avg Close Range
Q2 2022
Shares 12,974 Value ($000) $1,225 Avg Close Range
Q1 2022
Shares 13,194 Value ($000) $1,447 Avg Close Range
Q4 2021
Shares 13,306 Value ($000) $1,473 Avg Close Range
Q3 2021
Shares 12,733 Value ($000) $1,312 Avg Close Range
Q2 2021
Shares 13,881 Value ($000) $1,462 Avg Close Range
Q1 2021
Shares 13,384 Value ($000) $1,364 Avg Close Range
Q4 2020
Shares 12,764 Value ($000) $1,102 Avg Close Range
Q3 2020
Shares 8,340 Value ($000) $1,125 Avg Close Range
Q2 2020
Shares 8,502 Value ($000) $1,130 Avg Close Range
Q1 2020
Shares 8,888 Value ($000) $975 Avg Close Range
Q4 2019
Shares 9,240 Value ($000) $1,578 Avg Close Range
Q3 2019
Shares 9,190 Value ($000) $1,469 Avg Close Range
Q2 2019
Shares 7,436 Value ($000) $1,186 Avg Close Range
Q1 2019
Shares 7,442 Value ($000) $1,168 Avg Close Range
Q4 2018
Shares 7,737 Value ($000) $1,070 Avg Close Range
Q3 2018
Shares 7,686 Value ($000) $1,286 Avg Close Range
Q2 2018
Shares 9,025 Value ($000) $1,462 Avg Close Range
Q1 2018
Shares 9,529 Value ($000) $1,472 Avg Close Range
Q4 2017
Shares 8,918 Value ($000) $1,435 Avg Close Range
Q3 2017
Shares 8,436 Value ($000) $1,288 Avg Close Range
Q2 2017
Shares 8,310 Value ($000) $1,235 Avg Close Range
Q1 2017
Shares 8,636 Value ($000) $1,282 Avg Close Range
Q4 2016
Shares 8,494 Value ($000) $1,233 Avg Close Range
Q3 2016
Shares 8,010 Value ($000) $1,065 Avg Close Range
Q2 2016
Shares 8,009 Value ($000) $1,025 Avg Close Range
Q1 2016
Shares 8,807 Value ($000) $1,092 Avg Close Range
Q4 2015
Shares 9,817 Value ($000) $1,151 Avg Close Range
Q3 2015
Shares 9,810 Value ($000) $1,132 Avg Close Range
Q2 2015
Shares 14,077 Value ($000) $1,815 Avg Close Range
Q1 2015
Shares 14,151 Value ($000) $1,847 Avg Close Range
Q4 2014
Shares 13,178 Value ($000) $1,685 Avg Close Range
Q3 2014
Shares 12,085 Value ($000) $1,454 Avg Close Range
Q2 2014
Shares 13,446 Value ($000) $1,707 Avg Close Range
Q1 2014
Shares 13,389 Value ($000) $1,612 Avg Close Range
Q4 2013
Shares 8,021 Value ($000) $932 Avg Close Range
Q3 2013
Shares 6,362 Value ($000) $687 Avg Close Range
Q2 2013
Shares 13,647 Value ($000) $1,382 Avg Close Range