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iShares S&P SmallCap 600 Index shares owned by United Capital Financial Advisers

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by United Capital Financial Advisers from 13F filings

Historical chart of United Capital Financial Advisers investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 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 S&P SmallCap 600 Index by United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2024-09-30 $131M 1.1M 116.96
2024-06-30 $118M 1.1M 106.66
2024-03-31 $124M 1.1M 110.52
2023-12-31 $118M 1.1M 108.25
2023-09-30 $184M 1.9M 94.33
2023-06-30 $222M 2.2M 99.65
2023-03-31 $202M 2.1M 96.70
2022-12-31 $189M 2.0M 94.64
2022-09-30 $165M 1.9M 87.19
2022-06-30 $165M 1.8M 92.41
2022-03-31 $174M 1.6M 107.88
2021-12-31 $166M 1.4M 114.51
2021-09-30 $145M 1.3M 109.19
2021-06-30 $134M 1.2M 112.98
2021-03-31 $114M 1.0M 108.53
2020-12-31 $91M 990k 91.90
2020-09-30 $61M 869k 70.23
2020-06-30 $31M 454k 68.29
2020-03-31 $28M 492k 56.11
2019-12-31 $41M 487k 83.85
2019-09-30 $35M 443k 77.84
2019-06-30 $39M 502k 78.28
2019-03-31 $41M 533k 77.15
2018-12-31 $36M 514k 69.32
2018-09-30 $42M 484k 87.24
2018-06-30 $36M 429k 83.46
2018-03-31 $33M 431k 77.01
2017-12-31 $32M 414k 77.35
2017-09-30 $32M 425k 74.22
2017-06-30 $29M 412k 70.11
2017-03-31 $29M 425k 69.16
2016-12-31 $14M 202k 68.76
2016-09-30 $26M 212k 124.15
2016-06-30 $26M 220k 116.00
2016-03-31 $26M 227k 112.69
2015-12-31 $26M 239k 110.11
2015-09-30 $27M 254k 106.57
2015-06-30 $40M 341k 117.88
2015-03-31 $36M 313k 115.31
2014-12-31 $32M 282k 114.06
2014-09-30 $21M 203k 104.30
2014-06-30 $21M 186k 112.09
2014-03-31 $20M 181k 110.14
2013-12-31 $18M 164k 109.13
2013-09-30 $12M 121k 99.80
2013-06-30 $10M 113k 90.31
2013-03-31 $7.6M 87k 87.06
2012-12-31 $5.8M 74k 78.10
2012-09-30 $3.4M 44k 77.08
2012-06-30 $3.3M 45k 73.26
2011-12-31 $3.2M 46k 68.30
2011-09-30 $2.7M 46k 58.53
2011-03-31 $4.3M 59k 73.55
2010-12-31 $4.5M 66k 68.46

More positions owned by United Capital Financial Advisers

Spdr S&p 500 Etf Trust Exchange Traded Fund (SPY)
Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Microsoft Corporation Common Stock (MSFT)
Berkshire Hathaway Inc. Class B Common Stock (BRK.B)
Apple Common Stock (AAPL)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Eli Lilly And Company Common Stock (LLY)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Ishares Core Total Usd Bond Market Etf Exchange Traded Fund (IUSB)
Vanguard Value Etf Exchange Traded Fund (VTV)
Crowdstrike Holdings, Inc. Class A Common Stock (CRWD)
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)

View all positions for United Capital Financial Advisers

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
FMR
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Bank of New York Mellon
UBS Group
Raymond James & Associates
Goldman Sachs Group
First Command Advisory Services
Northern Trust
Financial Engines Advisors L.L.C
Pnc Financial Services
BlackRock

View all funds holding iShares S&P SmallCap 600 Index