ISHARES TR

Ticker: IBTK CUSIP: 46436E593 Class: ETF

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

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

Q4 2025
Shares 924,228 Value ($000) $18,341 Avg Close — Range —
Q3 2025
Shares 234,520 Value ($000) $4,661 Avg Close — Range —
Q2 2025
Shares 141,633 Value ($000) $2,810 Avg Close — Range —
Q1 2025
Shares 71,260 Value ($000) $1,401 Avg Close — Range —
Q4 2024
Shares 12,439 Value ($000) $239 Avg Close — Range —