ISHARES TR

Ticker: IJS CUSIP: 464287879 Class: SP SMCP600VL ETF

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

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

Q4 2025
Shares 179,276 Value ($000) $20,387 Avg Close Range
Q3 2025
Shares 193,136 Value ($000) $21,359 Avg Close Range
Q2 2025
Shares 198,678 Value ($000) $19,767 Avg Close Range
Q1 2025
Shares 198,544 Value ($000) $19,354 Avg Close Range
Q4 2024
Shares 204,630 Value ($000) $22,225 Avg Close Range
Q3 2024
Shares 208,940 Value ($000) $22,495 Avg Close Range
Q2 2024
Shares 206,951 Value ($000) $20,130 Avg Close Range
Q1 2024
Shares 213,339 Value ($000) $21,923 Avg Close Range
Q4 2023
Shares 230,359 Value ($000) $23,743 Avg Close Range
Q3 2023
Shares 427,798 Value ($000) $38,168 Avg Close Range
Q2 2023
Shares 696,806 Value ($000) $66,259 Avg Close Range
Q1 2023
Shares 708,081 Value ($000) $66,269 Avg Close Range
Q4 2022
Shares 744,256 Value ($000) $67,958 Avg Close Range
Q3 2022
Shares 783,411 Value ($000) $64,592 Avg Close Range
Q2 2022
Shares 806,887 Value ($000) $71,837 Avg Close Range
Q1 2022
Shares 831,264 Value ($000) $85,113 Avg Close Range
Q4 2021
Shares 865,771 Value ($000) $90,464 Avg Close Range
Q3 2021
Shares 872,202 Value ($000) $87,805 Avg Close Range
Q2 2021
Shares 875,641 Value ($000) $92,319 Avg Close Range
Q1 2021
Shares 965,815 Value ($000) $97,296 Avg Close Range
Q4 2020
Shares 1,072,461 Value ($000) $87,202 Avg Close Range
Q3 2020
Shares 663,026 Value ($000) $81,168 Avg Close Range
Q2 2020
Shares 663,622 Value ($000) $79,880 Avg Close Range
Q1 2020
Shares 661,634 Value ($000) $63,318 Avg Close Range
Q4 2019
Shares 457,152 Value ($000) $73,510 Avg Close Range
Q3 2019
Shares 447,378 Value ($000) $67,192 Avg Close Range
Q2 2019
Shares 436,649 Value ($000) $64,895 Avg Close Range
Q1 2019
Shares 424,214 Value ($000) $62,589 Avg Close Range
Q4 2018
Shares 414,023 Value ($000) $54,589 Avg Close Range
Q3 2018
Shares 409,635 Value ($000) $68,380 Avg Close Range
Q2 2018
Shares 406,235 Value ($000) $66,326 Avg Close Range
Q1 2018
Shares 398,754 Value ($000) $60,148 Avg Close Range
Q4 2017
Shares 385,724 Value ($000) $59,641 Avg Close Range
Q3 2017
Shares 377,333 Value ($000) $55,962 Avg Close Range
Q2 2017
Shares 364,397 Value ($000) $50,950 Avg Close Range
Q1 2017
Shares 339,886 Value ($000) $47,125 Avg Close Range
Q4 2016
Shares 341,137 Value ($000) $47,763 Avg Close Range
Q3 2016
Shares 342,905 Value ($000) $42,798 Avg Close Range
Q2 2016
Shares 324,304 Value ($000) $37,944 Avg Close Range
Q1 2016
Shares 294,074 Value ($000) $33,325 Avg Close Range
Q4 2015
Shares 254,126 Value ($000) $27,486 Avg Close Range
Q3 2015
Shares 244,126 Value ($000) $25,582 Avg Close Range
Q2 2015
Shares 233,876 Value ($000) $27,541 Avg Close Range
Q1 2015
Shares 218,959 Value ($000) $25,561 Avg Close Range
Q4 2014
Shares 108,013 Value ($000) $12,739 Avg Close Range
Q3 2014
Shares 176,131 Value ($000) $18,897 Avg Close Range
Q2 2014
Shares 177,542 Value ($000) $20,494 Avg Close Range
Q1 2014
Shares 166,814 Value ($000) $18,925 Avg Close Range
Q4 2013
Shares 2,376 Value ($000) $264 Avg Close Range
Q3 2013
Shares 127,001 Value ($000) $12,982 Avg Close Range
Q2 2013
Shares 111,611 Value ($000) $10,429 Avg Close Range