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iShares Russell 1000 Index shares owned by United Capital Financial Advisers

Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by United Capital Financial Advisers from 13F filings

Historical chart of United Capital Financial Advisers investment in iShares Russell 1000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 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 Russell 1000 Index by United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.3M 12k 365.47
2025-06-30 $3.9M 12k 339.57
2025-03-31 $3.4M 11k 306.73
2024-12-31 $3.6M 11k 322.17
2024-09-30 $3.5M 11k 314.38
2024-06-30 $4.5M 15k 297.54
2024-03-31 $4.1M 14k 288.03
2023-12-31 $5.2M 20k 262.26
2023-09-30 $9.5M 41k 234.91
2023-06-30 $11M 44k 243.74
2023-03-31 $10M 45k 225.23
2022-12-31 $9.9M 47k 210.52
2022-09-30 $9.7M 49k 197.33
2022-06-30 $11M 54k 207.76
2022-03-31 $14M 55k 250.07
2021-12-31 $17M 64k 264.43
2021-09-30 $14M 57k 241.72
2021-06-30 $14M 58k 242.08
2021-03-31 $13M 57k 223.84
2020-12-31 $14M 66k 211.85
2020-09-30 $9.9M 53k 187.15
2020-06-30 $9.2M 53k 171.69
2020-03-31 $9.5M 67k 141.54
2019-12-31 $11M 64k 178.43
2019-09-30 $8.1M 50k 164.55
2019-06-30 $6.3M 39k 162.78
2019-03-31 $6.1M 39k 157.31
2018-12-31 $8.6M 63k 137.31
2018-09-30 $6.8M 42k 161.70
2018-06-30 $6.2M 41k 151.97
2018-03-31 $6.2M 42k 146.85
2017-12-31 $6.4M 43k 149.21
2017-09-30 $5.7M 41k 139.88
2017-06-30 $3.3M 24k 135.28
2017-03-31 $3.2M 25k 131.27
2016-12-31 $3.4M 28k 124.46
2016-09-30 $2.7M 22k 120.46
2016-06-30 $2.7M 23k 117.00
2016-03-31 $3.7M 32k 114.50
2015-12-31 $6.7M 59k 113.30
2015-09-30 $3.6M 33k 107.05
2015-06-30 $3.3M 28k 116.03
2015-03-31 $2.8M 24k 116.81
2014-12-31 $1.7M 15k 114.66
2014-09-30 $1.3M 12k 109.85
2014-06-30 $1.4M 12k 110.14
2014-03-31 $1.2M 12k 104.77
2013-12-31 $1.2M 12k 103.14
2013-09-30 $558k 5.9k 94.16
2013-06-30 $1.2M 13k 89.92
2013-03-31 $1.1M 13k 87.24
2012-12-31 $1.2M 15k 79.18
2012-09-30 $792k 10k 79.50
2012-06-30 $1.6M 21k 75.23
2011-12-31 $458k 6.6k 69.40
2011-09-30 $362k 5.8k 62.55
2011-03-31 $469k 6.4k 73.82
2010-12-31 $759k 11k 69.82

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 Russell 1000 Index

Jones Financial Companies, L.L
FMR
Envestnet Asset Management
M^T Bank Corporation
Northern Trust
LPL Financial
Pnc Financial Services
Goldman Sachs Group
Colony
BlackRock
Wells Fargo & Company
Catalyst Capital Advisors
Millburn Ridgefield
Johnson Investment Counsel
Northwestern Mutual Wealth Management Company

View all funds holding iShares Russell 1000 Index