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iShares Russell 3000 Index shares owned by United Capital Financial Advisers

Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by United Capital Financial Advisers from 13F filings

Historical chart of United Capital Financial Advisers investment in iShares Russell 3000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 3000 Index 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 Russell 3000 Index by United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2023-12-31 $13M 49k 273.74
2023-09-30 $15M 61k 245.06
2023-06-30 $17M 65k 254.48
2023-03-31 $16M 68k 235.41
2022-12-31 $16M 72k 220.68
2022-09-30 $16M 75k 207.05
2022-06-30 $17M 77k 217.39
2022-03-31 $21M 82k 262.38
2021-12-31 $23M 84k 277.49
2021-09-30 $22M 86k 254.86
2021-06-30 $24M 92k 255.91
2021-03-31 $22M 93k 237.23
2020-12-31 $22M 100k 223.55
2020-09-30 $20M 102k 195.71
2020-06-30 $20M 108k 180.06
2020-03-31 $17M 114k 148.33
2019-12-31 $24M 128k 188.49
2019-09-30 $23M 132k 173.77
2019-06-30 $24M 140k 172.36
2019-03-31 $24M 143k 166.70
2018-12-31 $23M 159k 146.92
2018-09-30 $26M 152k 172.30
2018-06-30 $26M 160k 162.29
2018-03-31 $26M 168k 156.34
2017-12-31 $28M 179k 158.17
2017-09-30 $28M 185k 149.28
2017-06-30 $27M 188k 144.02
2017-03-31 $27M 190k 139.90
2016-12-31 $26M 197k 132.98
2016-09-30 $49M 379k 128.19
2016-06-30 $32M 258k 124.00
2016-03-31 $32M 267k 120.86
2015-12-31 $38M 316k 120.31
2015-09-30 $39M 343k 113.89
2015-06-30 $34M 276k 123.98
2015-03-31 $38M 302k 124.47
2014-12-31 $49M 400k 122.29
2014-09-30 $52M 444k 116.79
2014-06-30 $62M 528k 117.74
2014-03-31 $73M 646k 112.31
2013-12-31 $809k 7.3k 110.61
2013-09-30 $71M 697k 101.14
2013-06-30 $65M 675k 96.40
2013-03-31 $65M 695k 93.46
2012-12-31 $53M 623k 84.68
2012-09-30 $51M 597k 84.85
2012-06-30 $46M 573k 80.39
2011-12-31 $32M 434k 74.18
2011-09-30 $38M 569k 66.73
2011-03-31 $51M 648k 79.26
2010-12-31 $44M 593k 74.95

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 Russell 3000 Index

SCS Capital Management
Bank of America Corporation
Jpmorgan Chase & Co
Goldman Sachs Group
Bank of New York Mellon
Pitcairn Company
Fft Wealth Management
UBS Group
Evensky & Katz
HighTower Advisors
Lgl Partners
Colony
TLWM
Pnc Financial Services
Pegasus Partners

View all funds holding iShares Russell 3000 Index