ISHARES TR

Ticker: SGOV CUSIP: 46436E718 Class: ETF

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

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

Q4 2025
Shares 276,304 Value ($000) $27,735 Avg Close — Range —
Q3 2025
Shares 302,619 Value ($000) $30,474 Avg Close — Range —
Q2 2025
Shares 318,126 Value ($000) $32,032 Avg Close — Range —
Q1 2025
Shares 327,532 Value ($000) $32,973 Avg Close — Range —
Q4 2024
Shares 285,149 Value ($000) $28,606 Avg Close — Range —
Q3 2024
Shares 273,947 Value ($000) $27,592 Avg Close — Range —
Q2 2024
Shares 268,037 Value ($000) $26,994 Avg Close — Range —
Q1 2024
Shares 290,770 Value ($000) $29,283 Avg Close — Range —
Q4 2023
Shares 280,007 Value ($000) $28,076 Avg Close — Range —
Q3 2023
Shares 197,295 Value ($000) $19,862 Avg Close — Range —
Q2 2023
Shares 216,904 Value ($000) $21,827 Avg Close — Range —
Q1 2023
Shares 316,397 Value ($000) $31,823 Avg Close — Range —
Q4 2022
Shares 99,375 Value ($000) $9,951 Avg Close — Range —
Q3 2022
Shares 41,816 Value ($000) $4,193 Avg Close — Range —