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IBMQIBMQ
Showing 8 of 11 quarters

Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLCUNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in ISHARES TR

Yes. United Capital Financial Advisors holds 187,694 shares of IBMQ, worth $4.8M, as of its Q2 2026 13F filing. It increased the position by 17,678 shares (+10.4%) from Q1 2026. United Capital Financial Advisors has held IBMQ since Q4 2023, across 11 quarterly 13F filings.

Current Value

$4.8M

Current Shares

187,694

Total Value Change

+$2.6M

Total Shares Change

+103,722

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
187,694
+10.4%
$4.8M0.0%$25.37
30
2026-Q1
Increased
170,016
+28.3%
$4.3M0.0%$25.27
33
2025-Q4
Increased
132,562
+11.2%
$3.4M0.0%$25.21
29
2025-Q3
Increased
119,179
+11.2%
$3.1M0.0%$25.07
29
2025-Q2
Increased
107,202
+0.1%
$2.7M0.0%$24.69
26
2025-Q1
Increased
107,136
+18.9%
$2.7M0.0%$24.43
31
2024-Q4
Increased
90,139
+7.3%
$2.3M0.0%$24.22
28
2024-Q3
Decreased
83,972
-2.1%
$2.2M0.0%$24.46
0

Other major holders of IBMQ: MERCER GLOBAL ADVISORS INC /ADV, BANK OF AMERICA CORP /DE/

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