ISHARES TR

CUSIP: 46432FAZ0 Class: ETF

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

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

Q3 2015
Shares 41,652 Value ($000) $4,366 Avg Close — Range —
Q2 2015
Shares 37,827 Value ($000) $3,928 Avg Close — Range —
Q1 2015
Shares 46,409 Value ($000) $4,955 Avg Close — Range —
Q4 2014
Shares 35,759 Value ($000) $3,778 Avg Close — Range —
Q3 2014
Shares 28,769 Value ($000) $3,008 Avg Close — Range —
Q2 2014
Shares 14,663 Value ($000) $1,550 Avg Close — Range —
Q1 2014
Shares 3,229 Value ($000) $332 Avg Close — Range —