ISHARES TR

Ticker: QUAL CUSIP: 46432F339 Class: ETF

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

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

Q4 2025
Shares 580,624 Value ($000) $115,323 Avg Close — Range —
Q3 2025
Shares 519,338 Value ($000) $101,011 Avg Close — Range —
Q2 2025
Shares 626,943 Value ($000) $114,618 Avg Close — Range —
Q1 2025
Shares 634,627 Value ($000) $108,451 Avg Close — Range —
Q4 2024
Shares 557,580 Value ($000) $99,294 Avg Close — Range —
Q3 2024
Shares 570,325 Value ($000) $102,259 Avg Close — Range —
Q2 2024
Shares 573,966 Value ($000) $98,010 Avg Close — Range —
Q1 2024
Shares 583,833 Value ($000) $95,953 Avg Close — Range —
Q4 2023
Shares 623,657 Value ($000) $91,765 Avg Close — Range —
Q3 2023
Shares 19,267 Value ($000) $2,539 Avg Close — Range —
Q2 2023
Shares 18,941 Value ($000) $2,555 Avg Close — Range —
Q1 2023
Shares 21,246 Value ($000) $2,636 Avg Close — Range —
Q4 2022
Shares 22,522 Value ($000) $2,567 Avg Close — Range —
Q3 2022
Shares 33,884 Value ($000) $3,522 Avg Close — Range —
Q2 2022
Shares 34,225 Value ($000) $3,824 Avg Close — Range —
Q1 2022
Shares 33,360 Value ($000) $4,491 Avg Close — Range —
Q4 2021
Shares 32,219 Value ($000) $4,690 Avg Close — Range —
Q3 2021
Shares 34,206 Value ($000) $4,506 Avg Close — Range —
Q2 2021
Shares 35,003 Value ($000) $4,651 Avg Close — Range —
Q1 2021
Shares 32,686 Value ($000) $3,981 Avg Close — Range —
Q4 2020
Shares 40,451 Value ($000) $4,701 Avg Close — Range —
Q3 2020
Shares 32,450 Value ($000) $3,366 Avg Close — Range —
Q2 2020
Shares 32,208 Value ($000) $3,089 Avg Close — Range —
Q1 2020
Shares 6,182 Value ($000) $501 Avg Close — Range —