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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
2025-09-30 $665k 5.8k 115.02
2025-06-30 $688k 6.3k 109.51
2025-03-31 $512k 5.8k 88.99
2024-12-31 $603k 6.0k 100.12
2024-09-30 $476k 5.3k 89.37
2024-06-30 $463k 5.3k 86.90
2024-03-31 $824k 9.7k 85.27
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)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Apple Common Stock (AAPL)
Repligen Corp Common Stock (RGEN)
Microsoft Corp Common Stock (MSFT)
Nvidia Corp Common Stock (NVDA)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Vanguard Interm-term Bond Etf Exchange Traded Fund (BIV)
Vanguard Value Etf Exchange Traded Fund (VTV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares Core Msci Emerging Markets Etf Exchange Traded Fund (IEMG)
Alphabet Inc Class A Common Stock (GOOGL)
Ishares Core Universal Usd Bond Etf Exchange Traded Fund (IUSB)
Ishares Us Treasury Bond Etf Exchange Traded Fund (GOVT)

View all positions for United Capital Financial Advisers

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

Elliott Investment Management
Jpmorgan Chase & Co
Migdal Insurance & Financial Holdings
Bnp Paribas Arbitrage, Snc
Goldman Sachs Group
Menora Mivtachim Holdings
Clal Insurance Enterprises Holdings
Susquehanna International
LPL Financial
Wells Fargo & Company
Wellspring Financial Advisors
Jane Street
UBS Group
Phoenix Holdings
Main Management ETF Advisors

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