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

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 1.2M shares of IJR (ISHARES TR), worth $145M as of 2026-Q1. The position was decreased (-2.4% shares). IJR represents 0.9% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.

Current Value

$145M

Current Shares

1.2M

Total Value Change

+$26.5M

Total Shares Change

+56,373

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
1.2M
-2.4%
$145M0.9%$129.20
0
2025-Q4
Increased
1.2M
+9.9%
$143.7M0.9%$121.69
47
2025-Q3
Decreased
1.1M
-2.9%
$129.3M0.9%$118.03
0
2025-Q2
Decreased
1.1M
-5.6%
$122.4M1.0%$108.58
0
2025-Q1
Increased
1.2M
+7.0%
$124.1M1.1%$102.76
51
2024-Q4
Decreased
1.1M
-1.1%
$127.7M1.1%$113.25
0
2024-Q3
Increased
1.1M
+0.9%
$131.1M1.1%$113.75
48
2024-Q2
Decreased
1.1M
-0.9%
$118.4M1.0%$103.63
0

Other major holders of IJR: NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

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