United Capital Financial Advisers »

iShares S&P MidCap 400 Index shares owned by United Capital Financial Advisers

Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by United Capital Financial Advisers from 13F filings

Historical chart of United Capital Financial Advisers investment in iShares S&P MidCap 400 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Index held by United Capital Financial Advisers consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P MidCap 400 Index by United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2024-12-31 $32M 512k 62.31
2024-09-30 $32M 514k 62.32
2024-06-30 $30M 513k 58.52
2024-03-31 $33M 537k 60.74
2023-12-31 $36M 129k 277.15
2023-09-30 $68M 274k 249.35
2023-06-30 $80M 307k 261.48
2023-03-31 $78M 311k 250.16
2022-12-31 $78M 324k 241.89
2022-09-30 $74M 335k 219.26
2022-06-30 $76M 338k 226.23
2022-03-31 $92M 342k 268.34
2021-12-31 $98M 346k 283.08
2021-09-30 $91M 346k 263.07
2021-06-30 $93M 345k 268.73
2021-03-31 $95M 366k 260.28
2020-12-31 $86M 373k 229.83
2020-09-30 $71M 381k 185.31
2020-06-30 $68M 384k 177.82
2020-03-31 $52M 384k 134.86
2019-12-31 $74M 359k 205.82
2019-09-30 $67M 346k 193.23
2019-06-30 $76M 389k 194.26
2019-03-31 $72M 381k 189.40
2018-12-31 $66M 395k 166.06
2018-09-30 $83M 412k 201.29
2018-06-30 $80M 409k 194.78
2018-03-31 $77M 413k 187.57
2017-12-31 $80M 419k 190.73
2017-09-30 $75M 417k 178.90
2017-06-30 $72M 414k 173.95
2017-03-31 $68M 399k 171.22
2016-12-31 $61M 368k 165.34
2016-09-30 $83M 536k 154.71
2016-06-30 $71M 476k 149.00
2016-03-31 $53M 363k 144.77
2015-12-31 $51M 366k 139.32
2015-09-30 $49M 356k 136.61
2015-06-30 $51M 339k 149.98
2015-03-31 $48M 317k 149.82
2014-12-31 $24M 162k 144.80
2014-09-30 $17M 127k 136.74
2014-06-30 $16M 110k 143.08
2014-03-31 $15M 111k 137.47
2013-12-31 $14M 103k 133.81
2013-09-30 $11M 88k 124.14
2013-06-30 $8.8M 76k 115.50
2013-03-31 $8.3M 72k 115.07
2012-12-31 $5.7M 56k 101.70
2012-09-30 $4.5M 45k 98.69
2012-06-30 $4.1M 43k 94.18
2011-12-31 $2.1M 24k 87.60
2011-09-30 $2.6M 33k 77.98
2011-03-31 $2.9M 29k 98.72
2010-12-31 $2.6M 29k 90.69

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 Corporation Common Stock (MSFT)
Ishares Core Total Usd Bond Market Etf Exchange Traded Fund (IUSB)
Vanguard Value Etf Exchange Traded Fund (VTV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Nvidia Corporation Common Stock (NVDA)
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)
Ishares Currency Hedged Msci Eafe Etf Exchange Traded Fund (HEFA)
Ishares Mbs Etf Exchange Traded Fund (MBB)
Ishares S&p 500 Growth Etf Exchange Traded Fund (IVW)

View all positions for United Capital Financial Advisers

Top funds holding iShares S&P MidCap 400 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
Bank of New York Mellon
Wells Fargo & Company
FMR
LPL Financial
Jpmorgan Chase & Co
Morgan Stanley
Raymond James Financial
Envestnet Asset Management
Raymond James & Associates
Royal Bank of Canada
BlackRock
UBS Group
Northern Trust

View all funds holding iShares S&P MidCap 400 Index