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iShares S&P 500 Growth Index shares owned by United Capital Financial Advisers

Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by United Capital Financial Advisers from 13F filings

Historical chart of United Capital Financial Advisers investment in iShares S&P 500 Growth Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Growth 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 500 Growth Index by United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2025-09-30 $129M 1.1M 120.72
2025-06-30 $121M 1.1M 110.10
2025-03-31 $114M 1.2M 92.83
2024-12-31 $129M 1.3M 101.53
2024-09-30 $129M 1.3M 95.75
2024-06-30 $137M 1.5M 92.54
2024-03-31 $88M 1.0M 84.44
2023-12-31 $44M 585k 75.10
2023-09-30 $29M 419k 68.42
2023-06-30 $36M 507k 70.48
2023-03-31 $34M 533k 63.89
2022-12-31 $33M 571k 58.50
2022-09-30 $36M 620k 57.85
2022-06-30 $39M 653k 60.35
2022-03-31 $51M 673k 76.38
2021-12-31 $58M 696k 83.67
2021-09-30 $58M 782k 73.91
2021-06-30 $59M 815k 72.73
2021-03-31 $55M 849k 65.11
2020-12-31 $57M 897k 63.82
2020-09-30 $55M 236k 231.08
2020-06-30 $50M 241k 207.49
2020-03-31 $40M 251k 158.24
2019-12-31 $51M 263k 193.64
2019-09-30 $49M 271k 180.03
2019-06-30 $51M 282k 179.24
2019-03-31 $50M 287k 172.36
2018-12-31 $58M 385k 150.67
2018-09-30 $67M 381k 177.17
2018-06-30 $57M 352k 162.61
2018-03-31 $54M 348k 155.07
2017-12-31 $56M 366k 153.47
2017-09-30 $55M 382k 143.42
2017-06-30 $52M 380k 136.85
2017-03-31 $48M 362k 131.52
2016-12-31 $43M 356k 121.79
2016-09-30 $72M 595k 121.66
2016-06-30 $67M 573k 117.00
2016-03-31 $46M 398k 115.89
2015-12-31 $68M 589k 115.80
2015-09-30 $46M 430k 107.80
2015-06-30 $55M 483k 113.86
2015-03-31 $50M 440k 114.51
2014-12-31 $51M 454k 111.60
2014-09-30 $79M 739k 106.82
2014-06-30 $88M 835k 105.19
2014-03-31 $87M 872k 99.84
2013-12-31 $277k 2.8k 98.65
2013-09-30 $71M 793k 89.36
2013-06-30 $62M 736k 84.01
2013-03-31 $27M 329k 82.38
2012-12-31 $24M 319k 75.74
2012-09-30 $24M 303k 77.85
2012-06-30 $22M 299k 73.51
2011-12-31 $6.9M 103k 67.43
2011-09-30 $5.8M 94k 61.25
2011-03-31 $7.0M 102k 68.71
2010-12-31 $7.1M 108k 65.65

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 500 Growth Index

Envestnet Asset Management
Jpmorgan Chase & Co
Morgan Stanley
LPL Financial
Wells Fargo & Company
UBS Group
Ameriprise Financial
Stifel Financial
Pnc Financial Services
CWM
Goldman Sachs Group
BlackRock
Cetera Investment Advisers
Raymond James Financial
M^T Bank Corporation

View all funds holding iShares S&P 500 Growth Index