ISHARES TR

Ticker: IWY CUSIP: 464289438 Class: RUS TP200 GR ETF

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

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

Q4 2025
Shares 54,281 Value ($000) $15,033 Avg Close — Range —
Q4 2021
Shares 1,212 Value ($000) $210 Avg Close — Range —