ISHARES TR

Ticker: IYM CUSIP: 464287838 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 3,068 Value ($000) $472 Avg Close Range
Q3 2025
Shares 3,037 Value ($000) $450 Avg Close Range
Q2 2025
Shares 3,037 Value ($000) $425 Avg Close Range
Q1 2025
Shares 3,343 Value ($000) $451 Avg Close Range
Q4 2024
Shares 3,343 Value ($000) $434 Avg Close Range
Q3 2024
Shares 3,343 Value ($000) $502 Avg Close Range
Q2 2024
Shares 3,380 Value ($000) $473 Avg Close Range
Q1 2024
Shares 2,960 Value ($000) $437 Avg Close Range
Q4 2023
Shares 2,535 Value ($000) $350 Avg Close Range
Q3 2023
Shares 2,763 Value ($000) $349 Avg Close Range
Q2 2023
Shares 3,173 Value ($000) $422 Avg Close Range
Q1 2023
Shares 3,284 Value ($000) $435 Avg Close Range
Q4 2022
Shares 3,948 Value ($000) $493 Avg Close Range
Q3 2022
Shares 4,572 Value ($000) $494 Avg Close Range
Q2 2022
Shares 4,570 Value ($000) $538 Avg Close Range
Q1 2022
Shares 4,622 Value ($000) $691 Avg Close Range
Q4 2021
Shares 4,929 Value ($000) $691 Avg Close Range
Q3 2021
Shares 5,166 Value ($000) $643 Avg Close Range
Q2 2021
Shares 5,129 Value ($000) $669 Avg Close Range
Q1 2021
Shares 5,840 Value ($000) $733 Avg Close Range
Q4 2020
Shares 5,947 Value ($000) $674 Avg Close Range
Q3 2020
Shares 6,130 Value ($000) $605 Avg Close Range
Q2 2020
Shares 6,183 Value ($000) $552 Avg Close Range
Q1 2020
Shares 9,923 Value ($000) $687 Avg Close Range
Q4 2019
Shares 100,427 Value ($000) $9,771 Avg Close Range
Q3 2019
Shares 100,036 Value ($000) $9,230 Avg Close Range
Q2 2019
Shares 98,114 Value ($000) $9,322 Avg Close Range
Q1 2019
Shares 97,416 Value ($000) $8,906 Avg Close Range
Q4 2018
Shares 95,126 Value ($000) $7,987 Avg Close Range
Q3 2018
Shares 182,629 Value ($000) $17,974 Avg Close Range
Q2 2018
Shares 208,234 Value ($000) $20,617 Avg Close Range
Q1 2018
Shares 261,359 Value ($000) $25,111 Avg Close Range
Q4 2017
Shares 211,618 Value ($000) $21,699 Avg Close Range
Q3 2017
Shares 243,216 Value ($000) $23,298 Avg Close Range
Q2 2017
Shares 278,782 Value ($000) $24,909 Avg Close Range
Q1 2017
Shares 213,475 Value ($000) $19,029 Avg Close Range
Q4 2016
Shares 234,492 Value ($000) $19,500 Avg Close Range
Q3 2016
Shares 269,266 Value ($000) $21,267 Avg Close Range
Q2 2016
Shares 213,913 Value ($000) $16,257 Avg Close Range
Q1 2016
Shares 87,828 Value ($000) $6,467 Avg Close Range
Q4 2015
Shares 84,297 Value ($000) $5,945 Avg Close Range
Q3 2015
Shares 82,569 Value ($000) $5,346 Avg Close Range
Q2 2015
Shares 80,489 Value ($000) $6,486 Avg Close Range
Q1 2015
Shares 81,774 Value ($000) $6,913 Avg Close Range
Q4 2014
Shares 5,438 Value ($000) $448 Avg Close Range
Q3 2014
Shares 281,890 Value ($000) $24,262 Avg Close Range