ISHARES TR

Ticker: IHI CUSIP: 464288810 Class: U.S. MED DVC ETF

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

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

Q4 2022
Shares 3,893 Value ($000) $205 Avg Close — Range —
Q4 2020
Shares 806 Value ($000) $264 Avg Close — Range —
Q3 2019
Shares 18 Value ($000) $4 Avg Close — Range —
Q2 2017
Shares 34,621 Value ($000) $5,768 Avg Close — Range —
Q3 2016
Shares 182,072 Value ($000) $26,471 Avg Close — Range —
Q3 2015
Shares 15,897 Value ($000) $1,769 Avg Close — Range —
Q2 2015
Shares 14,133 Value ($000) $1,692 Avg Close — Range —
Q1 2015
Shares 12,533 Value ($000) $1,465 Avg Close — Range —
Q4 2014
Shares 11,598 Value ($000) $1,312 Avg Close — Range —