ISHARES TR

Ticker: QLTA CUSIP: 46429B291 Class: ETF

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

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

Q4 2025
Shares 54,030 Value ($000) $2,598 Avg Close — Range —
Q3 2025
Shares 52,807 Value ($000) $2,560 Avg Close — Range —
Q3 2018
Shares 6,866 Value ($000) $346 Avg Close — Range —
Q2 2018
Shares 29,089 Value ($000) $1,467 Avg Close — Range —
Q1 2018
Shares 36,643 Value ($000) $1,874 Avg Close — Range —
Q4 2017
Shares 288,885 Value ($000) $15,265 Avg Close — Range —
Q3 2017
Shares 195,288 Value ($000) $10,307 Avg Close — Range —
Q1 2017
Shares 31,043 Value ($000) $1,603 Avg Close — Range —