United Capital Financial Advisers »

iShares Morningstar Small Core Idx shares owned by United Capital Financial Advisers

Quarter-by-quarter ownership of iShares Morningstar Small Core Idx (ISCB) shares owned by United Capital Financial Advisers from 13F filings

Historical chart of United Capital Financial Advisers investment in iShares Morningstar Small Core Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Small Core Idx 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 Morningstar Small Core Idx by United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2025-12-31 $540k 8.3k 64.99
2022-09-30 $207k 4.8k 42.69
2022-06-30 $214k 4.8k 44.23
2022-03-31 $259k 4.8k 53.60
2021-12-31 $276k 4.8k 57.21
2021-09-30 $270k 4.8k 56.11
2021-06-30 $282k 4.8k 58.73
2021-03-31 $270k 1.2k 225.19
2020-12-31 $236k 1.2k 197.16

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)
Spdr S&p 500 Etf Trust Exchange Traded Fund (SPY)
Apple Common Stock (AAPL)
Repligen Corporation Common Stock (RGEN)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Microsoft Corporation Common Stock (MSFT)
Nvidia Corporation Common Stock (NVDA)
Vanguard Value Etf Exchange Traded Fund (VTV)
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Alphabet Inc. Class A Common Stock (GOOGL)
Ishares Core Msci Emerging Markets Etf Exchange Traded Fund (IEMG)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Ishares Core Total Usd Bond Market Etf Exchange Traded Fund (IUSB)

View all positions for United Capital Financial Advisers

Top funds holding iShares Morningstar Small Core Idx

Cetera Investment Advisers
LPL Financial
Wells Fargo & Company
Goldman Sachs Group
Goldstein Advisors
Gladstone Institutional Advisory
Commonwealth Equity Services
Citadel Advisors
Raymond James Financial
Rockefeller Capital Management
Mercer Global Advisors
Rsm Us Wealth Management
HighTower Advisors
Brand Asset Management Group
Northwestern Mutual Wealth Management Company

View all funds holding iShares Morningstar Small Core Idx