iShares Russell 2000 Growth Index shares owned by United Capital Financial Advisers
Quarter-by-quarter ownership of iShares Russell 2000 Growth Index (IWO) shares owned by United Capital Financial Advisers
from 13F filings
Historical chart of United Capital Financial Advisers investment in iShares Russell 2000 Growth Index
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Quarterly reported holdings in iShares Russell 2000 Growth Index by United Capital Financial Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.0M | 8.1k | 252.23 |
| 2023-09-30 | $7.5M | 34k | 224.15 |
| 2023-06-30 | $8.5M | 35k | 242.66 |
| 2023-03-31 | $8.1M | 36k | 226.82 |
| 2022-12-31 | $7.8M | 36k | 214.52 |
| 2022-09-30 | $7.8M | 38k | 206.59 |
| 2022-06-30 | $8.2M | 40k | 206.31 |
| 2022-03-31 | $10M | 39k | 255.74 |
| 2021-12-31 | $12M | 40k | 293.05 |
| 2021-09-30 | $12M | 40k | 293.59 |
| 2021-06-30 | $13M | 41k | 311.70 |
| 2021-03-31 | $14M | 46k | 300.74 |
| 2020-12-31 | $13M | 45k | 286.71 |
| 2020-09-30 | $11M | 51k | 221.51 |
| 2020-06-30 | $12M | 56k | 206.88 |
| 2020-03-31 | $8.4M | 53k | 158.17 |
| 2019-12-31 | $11M | 51k | 214.23 |
| 2019-09-30 | $9.0M | 47k | 192.73 |
| 2019-06-30 | $9.5M | 47k | 200.87 |
| 2019-03-31 | $17M | 86k | 196.67 |
| 2018-12-31 | $867k | 45k | 19.37 |
| 2018-09-30 | $22M | 102k | 215.08 |
| 2018-06-30 | $20M | 98k | 204.32 |
| 2018-03-31 | $13M | 69k | 190.57 |
| 2017-12-31 | $12M | 65k | 188.20 |
| 2017-09-30 | $11M | 62k | 178.95 |
| 2017-06-30 | $10M | 59k | 168.77 |
| 2017-03-31 | $8.7M | 54k | 161.66 |
| 2016-12-31 | $8.3M | 54k | 153.94 |
| 2016-09-30 | $8.1M | 55k | 148.90 |
| 2016-06-30 | $5.6M | 41k | 137.00 |
| 2016-03-31 | $6.0M | 45k | 132.60 |
| 2015-12-31 | $7.9M | 57k | 139.28 |
| 2015-09-30 | $2.4M | 18k | 133.98 |
| 2015-06-30 | $5.1M | 33k | 154.59 |
| 2015-03-31 | $4.5M | 31k | 147.08 |
| 2014-12-31 | $3.1M | 22k | 142.39 |
| 2014-09-30 | $3.0M | 23k | 129.67 |
| 2014-06-30 | $3.2M | 23k | 138.42 |
| 2014-03-31 | $4.4M | 32k | 136.05 |
| 2013-12-31 | $237k | 1.8k | 135.43 |
| 2013-09-30 | $4.1M | 32k | 125.84 |
| 2013-06-30 | $4.0M | 36k | 111.51 |
| 2013-03-31 | $24M | 221k | 107.64 |
| 2012-12-31 | $20M | 213k | 95.31 |
| 2012-09-30 | $20M | 211k | 95.61 |
| 2012-06-30 | $20M | 213k | 91.47 |
| 2011-12-31 | $18M | 212k | 84.23 |
| 2011-09-30 | $2.6M | 35k | 73.46 |
| 2011-03-31 | $4.8M | 50k | 95.35 |
| 2010-12-31 | $5.9M | 67k | 87.42 |
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