ISHARES TR

Ticker: CRBN CUSIP: 46434V464 Class: MSCI LW CRB TG

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

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

Q4 2025
Shares 1,875 Value ($000) $432 Avg Close — Range —
Q3 2025
Shares 1,865 Value ($000) $423 Avg Close — Range —
Q2 2025
Shares 1,485 Value ($000) $315 Avg Close — Range —
Q1 2025
Shares 1,480 Value ($000) $283 Avg Close — Range —
Q4 2024
Shares 1,480 Value ($000) $286 Avg Close — Range —
Q3 2024
Shares 1,472 Value ($000) $289 Avg Close — Range —
Q2 2024
Shares 1,472 Value ($000) $270 Avg Close — Range —
Q1 2024
Shares 1,344 Value ($000) $241 Avg Close — Range —
Q4 2023
Shares 1,339 Value ($000) $222 Avg Close — Range —
Q2 2023
Shares 1,324 Value ($000) $207 Avg Close — Range —
Q4 2022
Shares 1,464 Value ($000) $202 Avg Close — Range —