ISHARES TR

Ticker: IYG CUSIP: 464287770 Class: ETF

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

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

Q4 2025
Shares 11,019 Value ($000) $1,017 Avg Close Range
Q3 2025
Shares 3,039 Value ($000) $272 Avg Close Range
Q3 2023
Shares 16,290 Value ($000) $2,519 Avg Close Range
Q2 2023
Shares 16,411 Value ($000) $2,593 Avg Close Range
Q1 2023
Shares 16,919 Value ($000) $2,554 Avg Close Range
Q4 2022
Shares 18,027 Value ($000) $2,840 Avg Close Range
Q3 2022
Shares 18,579 Value ($000) $2,624 Avg Close Range
Q2 2022
Shares 18,518 Value ($000) $2,745 Avg Close Range
Q1 2022
Shares 17,841 Value ($000) $3,217 Avg Close Range
Q4 2021
Shares 18,462 Value ($000) $3,565 Avg Close Range
Q3 2021
Shares 17,525 Value ($000) $3,298 Avg Close Range
Q2 2021
Shares 16,811 Value ($000) $3,114 Avg Close Range
Q1 2021
Shares 16,732 Value ($000) $2,866 Avg Close Range
Q4 2020
Shares 16,873 Value ($000) $2,532 Avg Close Range
Q3 2020
Shares 15,707 Value ($000) $1,917 Avg Close Range
Q2 2020
Shares 13,204 Value ($000) $1,577 Avg Close Range
Q1 2020
Shares 14,275 Value ($000) $1,466 Avg Close Range
Q4 2019
Shares 29,088 Value ($000) $4,416 Avg Close Range
Q3 2019
Shares 28,831 Value ($000) $3,933 Avg Close Range
Q2 2019
Shares 29,451 Value ($000) $3,943 Avg Close Range
Q1 2019
Shares 31,113 Value ($000) $3,883 Avg Close Range
Q4 2018
Shares 29,741 Value ($000) $3,339 Avg Close Range
Q3 2018
Shares 29,671 Value ($000) $3,955 Avg Close Range
Q2 2018
Shares 29,283 Value ($000) $3,796 Avg Close Range
Q1 2018
Shares 30,753 Value ($000) $4,027 Avg Close Range
Q4 2017
Shares 25,482 Value ($000) $3,345 Avg Close Range
Q3 2017
Shares 26,843 Value ($000) $3,217 Avg Close Range
Q2 2017
Shares 27,368 Value ($000) $3,103 Avg Close Range
Q1 2017
Shares 38,551 Value ($000) $4,206 Avg Close Range
Q4 2016
Shares 80,391 Value ($000) $8,542 Avg Close Range
Q3 2016
Shares 95,849 Value ($000) $8,412 Avg Close Range
Q2 2016
Shares 101,471 Value ($000) $8,219 Avg Close Range