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IVW
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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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
1.1M
+2.0%
$125.1M0.8%$118.67
43
2025-Q4
Increased
1.1M
+1.8%
$133.6M0.8%$124.16
43
2025-Q3
Decreased
1.1M
-3.0%
$128.6M0.9%$120.03
0
2025-Q2
Decreased
1.1M
-10.6%
$120.9M1.0%$109.25
0
2025-Q1
Decreased
1.2M
-3.3%
$114M1.0%$92.24
0
2024-Q4
Decreased
1.3M
-5.6%
$128.9M1.1%$101.96
0
2024-Q3
Decreased
1.3M
-9.1%
$128.8M1.1%$94.72
0
2024-Q2
Increased
1.5M
+41.8%
$136.9M1.2%$91.87
64

Other major holders of IVW: ENVESTNET ASSET MANAGEMENT INC, JPMORGAN CHASE & CO

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