ISHARES TR

Ticker: MTUM CUSIP: 46432F396 Class: MSCI USA MMENTM

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

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

Q4 2025
Shares 212,205 Value ($000) $53,117 Avg Close Range
Q3 2025
Shares 129,638 Value ($000) $33,246 Avg Close Range
Q2 2025
Shares 129,350 Value ($000) $31,085 Avg Close Range
Q1 2025
Shares 135,398 Value ($000) $27,368 Avg Close Range
Q4 2024
Shares 136,492 Value ($000) $28,243 Avg Close Range
Q3 2024
Shares 4,977 Value ($000) $1,009 Avg Close Range
Q2 2024
Shares 4,828 Value ($000) $941 Avg Close Range
Q1 2024
Shares 5,227 Value ($000) $979 Avg Close Range
Q4 2023
Shares 5,111 Value ($000) $802 Avg Close Range
Q3 2023
Shares 7,688 Value ($000) $1,074 Avg Close Range
Q2 2023
Shares 8,590 Value ($000) $1,239 Avg Close Range
Q1 2023
Shares 9,722 Value ($000) $1,352 Avg Close Range
Q4 2022
Shares 11,922 Value ($000) $1,740 Avg Close Range
Q3 2022
Shares 11,283 Value ($000) $1,480 Avg Close Range
Q2 2022
Shares 12,512 Value ($000) $1,706 Avg Close Range
Q1 2022
Shares 13,690 Value ($000) $2,304 Avg Close Range
Q4 2021
Shares 15,401 Value ($000) $2,800 Avg Close Range
Q3 2021
Shares 16,087 Value ($000) $2,825 Avg Close Range
Q2 2021
Shares 17,703 Value ($000) $3,070 Avg Close Range
Q1 2021
Shares 17,393 Value ($000) $2,798 Avg Close Range
Q4 2020
Shares 95,047 Value ($000) $15,330 Avg Close Range
Q3 2020
Shares 84,512 Value ($000) $12,457 Avg Close Range
Q2 2020
Shares 73,720 Value ($000) $9,657 Avg Close Range
Q1 2020
Shares 46,306 Value ($000) $4,931 Avg Close Range
Q4 2019
Shares 43,595 Value ($000) $5,474 Avg Close Range
Q3 2019
Shares 39,964 Value ($000) $4,766 Avg Close Range
Q2 2019
Shares 151,145 Value ($000) $17,926 Avg Close Range
Q1 2019
Shares 140,361 Value ($000) $15,746 Avg Close Range
Q4 2018
Shares 186,632 Value ($000) $18,706 Avg Close Range
Q3 2018
Shares 117,729 Value ($000) $14,010 Avg Close Range
Q2 2018
Shares 27,317 Value ($000) $2,997 Avg Close Range
Q1 2018
Shares 104,176 Value ($000) $11,034 Avg Close Range
Q4 2017
Shares 111,784 Value ($000) $11,528 Avg Close Range
Q3 2017
Shares 107,710 Value ($000) $10,306 Avg Close Range
Q2 2017
Shares 20,548 Value ($000) $1,827 Avg Close Range
Q1 2017
Shares 15,385 Value ($000) $1,272 Avg Close Range
Q4 2016
Shares 14,374 Value ($000) $1,090 Avg Close Range
Q3 2016
Shares 15,192 Value ($000) $1,175 Avg Close Range
Q2 2016
Shares 62,697 Value ($000) $4,765 Avg Close Range
Q1 2016
Shares 60,973 Value ($000) $4,457 Avg Close Range
Q4 2015
Shares 53,117 Value ($000) $3,893 Avg Close Range
Q3 2015
Shares 24,466 Value ($000) $1,669 Avg Close Range
Q2 2015
Shares 5,557 Value ($000) $397 Avg Close Range