ISHARES TR

Ticker: IYH CUSIP: 464287762 Class: US HLTHCARE ETF

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

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

Q4 2025
Shares 119,310 Value ($000) $7,767 Avg Close Range
Q3 2025
Shares 112,735 Value ($000) $6,620 Avg Close Range
Q2 2025
Shares 113,133 Value ($000) $6,390 Avg Close Range
Q1 2025
Shares 113,170 Value ($000) $6,891 Avg Close Range
Q4 2024
Shares 112,014 Value ($000) $6,527 Avg Close Range
Q3 2024
Shares 113,615 Value ($000) $7,385 Avg Close Range
Q2 2024
Shares 115,433 Value ($000) $7,073 Avg Close Range
Q1 2024
Shares 118,087 Value ($000) $7,310 Avg Close Range
Q4 2023
Shares 24,828 Value ($000) $7,107 Avg Close Range
Q3 2023
Shares 42,443 Value ($000) $11,463 Avg Close Range
Q2 2023
Shares 42,021 Value ($000) $11,777 Avg Close Range
Q1 2023
Shares 42,260 Value ($000) $11,540 Avg Close Range
Q4 2022
Shares 44,300 Value ($000) $12,568 Avg Close Range
Q3 2022
Shares 44,957 Value ($000) $11,374 Avg Close Range
Q2 2022
Shares 42,430 Value ($000) $11,410 Avg Close Range
Q1 2022
Shares 42,736 Value ($000) $12,342 Avg Close Range
Q4 2021
Shares 41,390 Value ($000) $12,432 Avg Close Range
Q3 2021
Shares 40,305 Value ($000) $11,121 Avg Close Range
Q2 2021
Shares 40,396 Value ($000) $11,022 Avg Close Range
Q1 2021
Shares 41,477 Value ($000) $10,470 Avg Close Range
Q4 2020
Shares 40,173 Value ($000) $9,879 Avg Close Range
Q3 2020
Shares 36,707 Value ($000) $8,340 Avg Close Range
Q2 2020
Shares 36,781 Value ($000) $7,931 Avg Close Range
Q1 2020
Shares 33,511 Value ($000) $6,293 Avg Close Range
Q4 2019
Shares 36,216 Value ($000) $7,789 Avg Close Range
Q3 2019
Shares 34,421 Value ($000) $6,507 Avg Close Range
Q2 2019
Shares 36,403 Value ($000) $7,108 Avg Close Range
Q1 2019
Shares 21,949 Value ($000) $4,253 Avg Close Range
Q4 2018
Shares 22,571 Value ($000) $4,081 Avg Close Range
Q3 2018
Shares 64,215 Value ($000) $13,029 Avg Close Range
Q2 2018
Shares 94,325 Value ($000) $16,807 Avg Close Range
Q1 2018
Shares 118,876 Value ($000) $20,519 Avg Close Range
Q4 2017
Shares 95,554 Value ($000) $16,762 Avg Close Range
Q3 2017
Shares 99,288 Value ($000) $17,064 Avg Close Range
Q2 2017
Shares 120,277 Value ($000) $19,997 Avg Close Range
Q1 2017
Shares 96,077 Value ($000) $14,959 Avg Close Range
Q4 2016
Shares 85,119 Value ($000) $12,268 Avg Close Range
Q3 2016
Shares 289,299 Value ($000) $43,456 Avg Close Range
Q2 2016
Shares 207,396 Value ($000) $30,695 Avg Close Range
Q1 2016
Shares 33,588 Value ($000) $4,721 Avg Close Range
Q4 2015
Shares 30,437 Value ($000) $4,566 Avg Close Range
Q3 2015
Shares 22,445 Value ($000) $3,141 Avg Close Range
Q2 2015
Shares 168,979 Value ($000) $26,820 Avg Close Range
Q1 2015
Shares 174,795 Value ($000) $26,502 Avg Close Range
Q4 2014
Shares 186,860 Value ($000) $26,932 Avg Close Range
Q3 2014
Shares 198,718 Value ($000) $26,698 Avg Close Range
Q2 2014
Shares 292,127 Value ($000) $37,454 Avg Close Range
Q1 2014
Shares 694,531 Value ($000) $85,448 Avg Close Range
Q4 2013
Shares 492,864 Value ($000) $57,414 Avg Close Range
Q3 2013
Shares 490,604 Value ($000) $52,455 Avg Close Range