ISHARES TR

Ticker: SMLF CUSIP: 46434V290 Class: US SML CAP EQT

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

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

Q4 2025
Shares 73,942 Value ($000) $5,537 Avg Close — Range —
Q3 2025
Shares 70,812 Value ($000) $5,265 Avg Close — Range —
Q2 2025
Shares 70,955 Value ($000) $4,821 Avg Close — Range —
Q1 2025
Shares 84,819 Value ($000) $5,272 Avg Close — Range —
Q4 2024
Shares 84,772 Value ($000) $5,722 Avg Close — Range —
Q3 2024
Shares 84,387 Value ($000) $5,599 Avg Close — Range —
Q2 2024
Shares 84,073 Value ($000) $5,146 Avg Close — Range —
Q1 2024
Shares 83,349 Value ($000) $5,299 Avg Close — Range —
Q4 2023
Shares 82,345 Value ($000) $4,844 Avg Close — Range —
Q3 2023
Shares 99,686 Value ($000) $5,157 Avg Close — Range —
Q2 2023
Shares 123,913 Value ($000) $6,644 Avg Close — Range —
Q1 2023
Shares 145,923 Value ($000) $7,480 Avg Close — Range —
Q4 2022
Shares 145,844 Value ($000) $7,243 Avg Close — Range —
Q3 2022
Shares 145,901 Value ($000) $6,531 Avg Close — Range —
Q2 2022
Shares 147,028 Value ($000) $6,894 Avg Close — Range —
Q1 2022
Shares 147,387 Value ($000) $8,043 Avg Close — Range —
Q4 2021
Shares 112,208 Value ($000) $6,424 Avg Close — Range —
Q3 2021
Shares 107,922 Value ($000) $5,801 Avg Close — Range —
Q2 2021
Shares 84,689 Value ($000) $4,645 Avg Close — Range —
Q1 2021
Shares 75,680 Value ($000) $3,969 Avg Close — Range —
Q4 2020
Shares 67,445 Value ($000) $3,086 Avg Close — Range —
Q3 2020
Shares 65,945 Value ($000) $2,458 Avg Close — Range —
Q2 2020
Shares 67,312 Value ($000) $2,404 Avg Close — Range —
Q1 2020
Shares 77,832 Value ($000) $2,319 Avg Close — Range —
Q4 2019
Shares 73,642 Value ($000) $3,160 Avg Close — Range —
Q3 2019
Shares 72,439 Value ($000) $2,890 Avg Close — Range —
Q2 2019
Shares 72,837 Value ($000) $2,935 Avg Close — Range —