Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in ISHARES TR
UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 1.1M shares of IVW (ISHARES TR), worth $125.1M as of 2026-Q1. The position was increased (+2.0% shares). IVW represents 0.8% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.
Current Value
$125.1M
Current Shares
1.1M
Total Value Change
-$11.9M
Total Shares Change
-373,853
Other major holders of IVW: BNP PARIBAS FINANCIAL MARKETS, Kestra Advisory Services, LLC
Increased |
| 1.1M |
+2.0% |
| $125.1M |
| 0.8% |
| $118.67 |
43 |
| 2025-Q4 | Increased | 1.1M | +1.8% | $133.6M | 0.8% | $124.16 | 43 |
| 2025-Q3 | Decreased | 1.1M | -3.0% | $128.6M | 0.9% | $120.03 | 0 |
| 2025-Q2 | Decreased | 1.1M | -10.6% | $120.9M | 1.0% | $109.25 | 0 |
| 2025-Q1 | Decreased | 1.2M | -3.3% | $114M | 1.0% | $92.24 | 0 |
| 2024-Q4 | Decreased | 1.3M | -5.6% | $128.9M | 1.1% | $101.96 | 0 |
| 2024-Q3 | Decreased | 1.3M | -9.1% | $128.8M | 1.1% | $94.72 | 0 |
| 2024-Q2 | Increased | 1.5M | +41.8% | $136.9M | 1.2% | $91.87 | 64 |