ISHARES TR

Ticker: IPAC CUSIP: 46434V696 Class: CORE MSCI PAC

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

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

Q4 2025
Shares 81,712 Value ($000) $5,982 Avg Close Range
Q3 2025
Shares 82,582 Value ($000) $6,064 Avg Close Range
Q2 2025
Shares 83,749 Value ($000) $5,754 Avg Close Range
Q1 2025
Shares 89,230 Value ($000) $5,554 Avg Close Range
Q4 2024
Shares 92,600 Value ($000) $5,658 Avg Close Range
Q3 2024
Shares 93,601 Value ($000) $6,233 Avg Close Range
Q2 2024
Shares 94,904 Value ($000) $5,810 Avg Close Range
Q1 2024
Shares 94,452 Value ($000) $5,980 Avg Close Range
Q4 2023
Shares 102,430 Value ($000) $6,096 Avg Close Range
Q3 2023
Shares 130,201 Value ($000) $7,239 Avg Close Range
Q2 2023
Shares 135,468 Value ($000) $7,780 Avg Close Range
Q1 2023
Shares 153,109 Value ($000) $8,661 Avg Close Range
Q4 2022
Shares 161,880 Value ($000) $8,688 Avg Close Range
Q3 2022
Shares 181,743 Value ($000) $8,713 Avg Close Range
Q2 2022
Shares 194,896 Value ($000) $10,133 Avg Close Range
Q1 2022
Shares 208,198 Value ($000) $12,679 Avg Close Range
Q4 2021
Shares 214,209 Value ($000) $13,679 Avg Close Range
Q3 2021
Shares 210,797 Value ($000) $14,115 Avg Close Range
Q2 2021
Shares 214,918 Value ($000) $14,260 Avg Close Range
Q1 2021
Shares 220,442 Value ($000) $14,675 Avg Close Range
Q4 2020
Shares 238,608 Value ($000) $15,371 Avg Close Range
Q3 2020
Shares 244,631 Value ($000) $13,780 Avg Close Range
Q2 2020
Shares 238,462 Value ($000) $12,567 Avg Close Range
Q1 2020
Shares 226,714 Value ($000) $10,510 Avg Close Range
Q4 2019
Shares 209,358 Value ($000) $12,229 Avg Close Range
Q3 2019
Shares 182,837 Value ($000) $10,275 Avg Close Range
Q2 2019
Shares 137,175 Value ($000) $7,637 Avg Close Range
Q1 2019
Shares 88,152 Value ($000) $4,904 Avg Close Range
Q4 2018
Shares 33,482 Value ($000) $1,695 Avg Close Range
Q3 2018
Shares 27,081 Value ($000) $1,594 Avg Close Range
Q2 2018
Shares 27,986 Value ($000) $1,614 Avg Close Range
Q1 2018
Shares 28,977 Value ($000) $1,735 Avg Close Range
Q4 2017
Shares 31,325 Value ($000) $1,868 Avg Close Range
Q3 2017
Shares 35,967 Value ($000) $2,032 Avg Close Range
Q2 2017
Shares 37,326 Value ($000) $2,021 Avg Close Range
Q1 2017
Shares 41,625 Value ($000) $2,192 Avg Close Range
Q4 2016
Shares 42,810 Value ($000) $2,090 Avg Close Range
Q3 2016
Shares 49,491 Value ($000) $2,517 Avg Close Range
Q2 2016
Shares 45,327 Value ($000) $2,130 Avg Close Range
Q1 2016
Shares 40,587 Value ($000) $1,876 Avg Close Range