ISHARES TR

Ticker: SCZ CUSIP: 464288273 Class: ETF

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

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

Q4 2025
Shares 14,650 Value ($000) $1,136 Avg Close Range
Q3 2025
Shares 10,194 Value ($000) $782 Avg Close Range
Q2 2025
Shares 7,832 Value ($000) $569 Avg Close Range
Q1 2025
Shares 3,330 Value ($000) $212 Avg Close Range
Q4 2024
Shares 3,431 Value ($000) $208 Avg Close Range
Q3 2024
Shares 4,235 Value ($000) $287 Avg Close Range
Q2 2024
Shares 4,280 Value ($000) $264 Avg Close Range
Q4 2023
Shares 5,397 Value ($000) $334 Avg Close Range
Q3 2023
Shares 11,232 Value ($000) $634 Avg Close Range
Q2 2023
Shares 12,453 Value ($000) $734 Avg Close Range
Q1 2023
Shares 14,454 Value ($000) $860 Avg Close Range
Q4 2022
Shares 15,425 Value ($000) $871 Avg Close Range
Q3 2022
Shares 19,345 Value ($000) $944 Avg Close Range
Q2 2022
Shares 25,765 Value ($000) $1,407 Avg Close Range
Q1 2022
Shares 28,921 Value ($000) $1,919 Avg Close Range
Q4 2021
Shares 28,853 Value ($000) $2,109 Avg Close Range
Q3 2021
Shares 28,319 Value ($000) $2,107 Avg Close Range
Q2 2021
Shares 28,512 Value ($000) $2,114 Avg Close Range
Q1 2021
Shares 28,391 Value ($000) $2,040 Avg Close Range
Q4 2020
Shares 26,665 Value ($000) $1,823 Avg Close Range
Q3 2020
Shares 31,798 Value ($000) $1,876 Avg Close Range
Q2 2020
Shares 35,760 Value ($000) $1,917 Avg Close Range
Q1 2020
Shares 62,048 Value ($000) $2,657 Avg Close Range
Q4 2019
Shares 989,381 Value ($000) $61,619 Avg Close Range
Q3 2019
Shares 984,718 Value ($000) $56,355 Avg Close Range
Q2 2019
Shares 966,890 Value ($000) $55,499 Avg Close Range
Q1 2019
Shares 934,778 Value ($000) $53,694 Avg Close Range
Q4 2018
Shares 906,912 Value ($000) $46,996 Avg Close Range
Q3 2018
Shares 894,151 Value ($000) $55,688 Avg Close Range
Q2 2018
Shares 857,469 Value ($000) $53,798 Avg Close Range
Q1 2018
Shares 830,438 Value ($000) $54,136 Avg Close Range
Q4 2017
Shares 811,711 Value ($000) $52,290 Avg Close Range
Q3 2017
Shares 777,702 Value ($000) $48,218 Avg Close Range
Q2 2017
Shares 765,530 Value ($000) $44,278 Avg Close Range
Q1 2017
Shares 714,414 Value ($000) $38,678 Avg Close Range
Q4 2016
Shares 688,870 Value ($000) $34,333 Avg Close Range
Q3 2016
Shares 655,817 Value ($000) $34,371 Avg Close Range
Q2 2016
Shares 621,620 Value ($000) $29,838 Avg Close Range
Q1 2016
Shares 583,840 Value ($000) $29,075 Avg Close Range
Q4 2015
Shares 496,001 Value ($000) $24,775 Avg Close Range
Q3 2015
Shares 471,285 Value ($000) $22,513 Avg Close Range
Q2 2015
Shares 457,090 Value ($000) $23,321 Avg Close Range
Q1 2015
Shares 350,278 Value ($000) $18,071 Avg Close Range
Q4 2014
Shares 295,024 Value ($000) $13,781 Avg Close Range
Q3 2014
Shares 278,461 Value ($000) $13,505 Avg Close Range
Q2 2014
Shares 258,737 Value ($000) $13,692 Avg Close Range
Q1 2014
Shares 234,849 Value ($000) $12,259 Avg Close Range
Q4 2013
Shares 201,265 Value ($000) $10,260 Avg Close Range
Q3 2013
Shares 180,550 Value ($000) $8,758 Avg Close Range
Q2 2013
Shares 156,796 Value ($000) $6,576 Avg Close Range