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

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $22M 155k 139.49
2024-06-30 $20M 156k 128.43
2024-03-31 $21M 162k 130.73
2023-12-31 $22M 176k 125.14
2023-09-30 $34M 311k 109.68
2023-06-30 $59M 516k 114.93
2023-03-31 $58M 528k 109.94
2022-12-31 $59M 546k 108.07
2022-09-30 $60M 587k 101.67
2022-06-30 $64M 610k 105.32
2022-03-31 $80M 637k 125.10
2021-12-31 $92M 664k 138.80
2021-09-30 $88M 679k 130.04
2021-06-30 $92M 692k 132.63
2021-03-31 $95M 742k 128.23
2020-12-31 $88M 769k 114.18
2020-09-30 $80M 452k 176.44
2020-06-30 $76M 450k 169.79
2020-03-31 $58M 441k 132.24
2019-12-31 $75M 386k 193.30
2019-09-30 $67M 378k 178.38
2019-06-30 $67M 369k 182.48
2019-03-31 $64M 358k 178.46
2018-12-31 $57M 352k 161.33
2018-09-30 $70M 348k 201.74
2018-06-30 $67M 355k 188.96
2018-03-31 $61M 353k 173.85
2017-12-31 $60M 348k 171.50
2017-09-30 $57M 344k 164.49
2017-06-30 $52M 334k 155.95
2017-03-31 $48M 313k 153.08
2016-12-31 $47M 312k 150.00
2016-09-30 $42M 309k 137.12
2016-06-30 $37M 285k 128.00
2016-03-31 $32M 256k 124.20
2015-12-31 $31M 245k 124.31
2015-09-30 $29M 243k 120.13
2015-06-30 $32M 242k 131.00
2015-03-31 $30M 234k 126.39
2014-12-31 $23M 185k 122.39
2014-09-30 $26M 233k 112.56
2014-06-30 $30M 250k 120.79
2014-03-31 $30M 248k 118.98
2013-12-31 $29M 241k 118.61
2013-09-30 $27M 251k 108.36
2013-06-30 $24M 244k 96.85
2013-03-31 $1.4M 15k 93.90
2012-12-31 $764k 9.1k 84.08
2012-09-30 $3.2M 39k 83.61
2012-06-30 $747k 9.3k 80.75
2011-12-31 $1.8M 24k 74.48
2011-09-30 $1.3M 20k 64.46
2011-03-31 $2.5M 32k 79.01
2010-12-31 $2.0M 27k 72.60

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 Growth

Dynasty Wealth Management
Bank of America Corporation
FMR
Wells Fargo & Company
UBS Group
Pnc Financial Services
LPL Financial
Northwestern Mutual Wealth Management Company
M^T Bank Corporation
Ameriprise Financial
Commonwealth Equity Services
Glenmede Trust Company
Royal Bank of Canada
Jpmorgan Chase & Co
One Capital Management

View all funds holding iShares S&P SmallCap 600 Growth