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iShares S&P NA Tec.-SW. Idx. Fund shares owned by United Capital Financial Advisers

Quarter-by-quarter ownership of iShares S&P NA Tec.-SW. Idx. Fund (IGV) shares owned by United Capital Financial Advisers from 13F filings

Historical chart of United Capital Financial Advisers investment in iShares S&P NA Tec.-SW. Idx. Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P NA Tec.-SW. Idx. Fund held by United Capital Financial Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P NA Tec.-SW. Idx. Fund by United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.1M 2.7k 405.61
2023-09-30 $2.3M 6.7k 341.25
2023-06-30 $2.4M 6.9k 345.90
2023-03-31 $2.2M 7.3k 304.69
2022-12-31 $2.0M 7.8k 255.85
2022-09-30 $2.5M 10k 250.10
2022-06-30 $2.6M 9.8k 269.62
2022-03-31 $1.6M 4.5k 344.91
2021-12-31 $2.1M 5.2k 397.61
2021-09-30 $2.1M 5.3k 399.17
2021-06-30 $2.0M 5.2k 390.09
2021-03-31 $1.6M 4.6k 341.32
2020-12-31 $1.8M 5.0k 354.16
2020-09-30 $1.7M 5.4k 311.16
2020-06-30 $1.6M 5.7k 284.19
2020-03-31 $1.3M 6.3k 210.28
2019-12-31 $2.4M 10k 233.05
2019-09-30 $1.8M 8.7k 211.87
2019-06-30 $2.3M 11k 218.50
2019-03-31 $2.4M 11k 210.79
2018-12-31 $2.4M 14k 173.52
2018-09-30 $14M 66k 204.97
2018-06-30 $15M 79k 182.68
2018-03-31 $12M 72k 169.70
2017-12-31 $12M 79k 154.57
2017-09-30 $11M 77k 146.26
2017-06-30 $2.1M 15k 136.79
2017-03-31 $2.1M 17k 126.48
2016-12-31 $1.9M 17k 108.83
2016-09-30 $2.2M 20k 113.53
2016-06-30 $1.9M 19k 105.02
2016-03-31 $1.7M 17k 100.69
2015-12-31 $1.6M 15k 103.83
2015-09-30 $1.2M 13k 94.62
2015-06-30 $1.1M 11k 99.48
2015-03-31 $911k 9.1k 99.76
2014-12-31 $299k 3.2k 92.94

More positions owned by United Capital Financial Advisers

Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Apple Common Stock (AAPL)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Microsoft Corp Common Stock (MSFT)
Vanguard Value Etf Exchange Traded Fund (VTV)
Ishares Core Total Usd Bond Ma Exchange Traded Fund (IUSB)
Vanguard Intermediate-term Bon Exchange Traded Fund (BIV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)
Ishares Currency Hedged Msci E Exchange Traded Fund (HEFA)
Ishares Mbs Etf Exchange Traded Fund (MBB)
Ishares Core Msci Emerging Mar Exchange Traded Fund (IEMG)
Spdr Nuveen Bloomberg Short Te Exchange Traded Fund (SHM)

View all positions for United Capital Financial Advisers

Top funds holding iShares S&P NA Tec.-SW. Idx. Fund

Migdal Insurance & Financial Holdings
Fisher Investments
Wellspring Financial Advisors
Bnp Paribas Arbitrage, Snc
Jpmorgan Chase & Co
Bank of America Corporation
UBS Group
Goldman Sachs Group
HighTower Advisors
Citadel Advisors
Raymond James Financial Services Advisors
Candlestick Capital Management
Millennium Management
Churchill Management Corp.
Cambridge Investment Research Advisors

View all funds holding iShares S&P NA Tec.-SW. Idx. Fund