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

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2023-12-31 $30M 100k 303.17
2023-09-30 $31M 118k 265.99
2023-06-30 $35M 129k 275.18
2023-03-31 $33M 136k 244.33
2022-12-31 $32M 147k 214.24
2022-09-30 $32M 150k 210.40
2022-06-30 $35M 158k 218.70
2022-03-31 $44M 157k 277.63
2021-12-31 $45M 147k 305.59
2021-09-30 $41M 148k 274.04
2021-06-30 $38M 141k 271.48
2021-03-31 $34M 139k 243.04
2020-12-31 $33M 138k 241.14
2020-09-30 $29M 133k 216.89
2020-06-30 $27M 139k 191.95
2020-03-31 $24M 160k 150.65
2019-12-31 $27M 153k 175.92
2019-09-30 $23M 144k 159.63
2019-06-30 $24M 155k 157.34
2019-03-31 $22M 145k 151.36
2018-12-31 $22M 166k 130.91
2018-09-30 $22M 140k 155.98
2018-06-30 $22M 149k 143.80
2018-03-31 $21M 151k 136.09
2017-12-31 $13M 98k 135.31
2017-09-30 $13M 104k 125.06
2017-06-30 $12M 103k 119.02
2017-03-31 $13M 111k 113.80
2016-12-31 $14M 132k 104.90
2016-09-30 $13M 121k 104.17
2016-06-30 $13M 132k 100.00
2016-03-31 $14M 141k 99.78
2015-12-31 $16M 164k 99.48
2015-09-30 $13M 135k 93.00
2015-06-30 $15M 149k 99.01
2015-03-31 $14M 136k 99.46
2014-12-31 $14M 145k 95.61
2014-09-30 $15M 159k 91.63
2014-06-30 $9.5M 104k 90.93
2014-03-31 $11M 123k 86.54
2013-12-31 $12M 133k 85.95
2013-09-30 $10M 128k 78.20
2013-06-30 $11M 149k 72.74
2013-03-31 $50M 706k 71.37
2012-12-31 $44M 669k 65.49
2012-09-30 $45M 667k 66.70
2012-06-30 $41M 654k 63.23
2011-12-31 $37M 648k 57.79
2011-09-30 $8.1M 153k 52.58
2011-03-31 $12M 198k 60.47
2010-12-31 $15M 270k 57.26

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 Growth Index

Bank of America Corporation
Goldman Sachs Group
Jpmorgan Chase & Co
UBS Group
Wells Fargo & Company
Pnc Financial Services
Raymond James & Associates
M^T Bank Corporation
Baird Financial
Tiaa Trust, National Association
Branch Banking & Trust Company
Commonwealth Equity Services
Royal Bank of Canada
Signature
Stifel Financial

View all funds holding iShares Russell 1000 Growth Index