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iShares Russell 1000 Value Index shares owned by United Capital Financial Advisers

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2023-12-31 $17M 103k 165.25
2023-09-30 $20M 132k 151.82
2023-06-30 $22M 141k 157.83
2023-03-31 $26M 170k 152.26
2022-12-31 $27M 176k 151.65
2022-09-30 $25M 181k 135.99
2022-06-30 $28M 194k 144.97
2022-03-31 $32M 191k 165.98
2021-12-31 $30M 178k 167.93
2021-09-30 $26M 167k 156.51
2021-06-30 $23M 147k 158.62
2021-03-31 $21M 137k 151.55
2020-12-31 $19M 138k 136.73
2020-09-30 $16M 136k 118.13
2020-06-30 $16M 143k 112.62
2020-03-31 $19M 192k 99.18
2019-12-31 $26M 193k 136.48
2019-09-30 $22M 174k 128.26
2019-06-30 $21M 165k 127.22
2019-03-31 $19M 152k 123.49
2018-12-31 $21M 186k 111.05
2018-09-30 $18M 138k 126.62
2018-06-30 $18M 144k 121.38
2018-03-31 $17M 144k 119.96
2017-12-31 $8.9M 72k 124.33
2017-09-30 $9.3M 78k 118.51
2017-06-30 $9.1M 78k 116.43
2017-03-31 $9.6M 84k 114.94
2016-12-31 $11M 94k 112.03
2016-09-30 $9.4M 89k 105.62
2016-06-30 $10M 98k 103.00
2016-03-31 $10M 102k 98.81
2015-12-31 $13M 136k 97.86
2015-09-30 $10M 110k 93.28
2015-06-30 $14M 134k 103.15
2015-03-31 $14M 133k 103.99
2014-12-31 $16M 154k 104.40
2014-09-30 $17M 169k 100.09
2014-06-30 $11M 108k 101.27
2014-03-31 $9.5M 98k 96.50
2013-12-31 $383k 4.1k 94.24
2013-09-30 $8.5M 99k 86.20
2013-06-30 $8.8M 105k 83.79
2013-03-31 $40M 494k 81.17
2012-12-31 $34M 463k 72.82
2012-09-30 $34M 476k 72.18
2012-06-30 $33M 476k 68.22
2011-12-31 $27M 426k 63.48
2011-09-30 $8.3M 146k 56.59
2011-03-31 $13M 193k 68.67
2010-12-31 $17M 257k 64.87

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)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Apple Common Stock (AAPL)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Microsoft Corp Common Stock (MSFT)
Vanguard Value Etf Exchange Traded Fund (VTV)
Ishares Core Total Usd Bond Ma Exchange Traded Fund (IUSB)
Vanguard Intermediate-term Bon Exchange Traded Fund (BIV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)
Ishares Currency Hedged Msci E Exchange Traded Fund (HEFA)
Ishares Mbs Etf Exchange Traded Fund (MBB)
Ishares Core Msci Emerging Mar Exchange Traded Fund (IEMG)
Spdr Nuveen Bloomberg Short Te Exchange Traded Fund (SHM)

View all positions for United Capital Financial Advisers

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Goldman Sachs Group
Jpmorgan Chase & Co
UBS Group
Wells Fargo & Company
M^T Bank Corporation
Baird Financial
Raymond James & Associates
Pnc Financial Services
Branch Banking & Trust Company
Royal Bank of Canada
Jasper Ridge Partners
Commonwealth Equity Services
GLOBALT Investments LLC / GA
Stifel Financial

View all funds holding iShares Russell 1000 Value Index