Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in ISHARES TR
UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 318,712 shares of IYW (ISHARES TR), worth $63.6M as of 2025-Q4. The position was increased (++161.6% shares). IYW represents 0.4% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.
Current Value
$63.6M
Current Shares
318,712
Total Value Change
+$1.7M
Total Shares Change
-93,136
Other major holders of IYW: BNP PARIBAS FINANCIAL MARKETS, Kestra Advisory Services, LLC, Steward Partners Investment Advisory, LLC
Increased |
| 318,712 |
+161.6% |
| $63.6M |
| 0.4% |
| $201.51 |
57 |
| 2025-Q3 | Decreased | 121,850 | -61.3% | $23.9M | 0.2% | $194.88 | 0 |
| 2025-Q2 | Decreased | 315,106 | -8.5% | $54.6M | 0.4% | $171.67 | 0 |
| 2025-Q1 | Decreased | 344,441 | -1.5% | $48.4M | 0.4% | $140.50 | 0 |
| 2024-Q4 | Decreased | 349,564 | -6.9% | $55.8M | 0.5% | $160.74 | 0 |
| 2024-Q3 | Decreased | 375,380 | -8.8% | $56.9M | 0.5% | $150.70 | 0 |
| 2024-Q2 | Decreased | 411,848 | -3.9% | $62M | 0.5% | $150.09 | 0 |