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Ishares Tr rus200 grw idx shares owned by United Capital Financial Advisers

Quarter-by-quarter ownership of Ishares Tr rus200 grw idx (IWY) shares owned by United Capital Financial Advisers from 13F filings

Historical chart of United Capital Financial Advisers investment in Ishares Tr rus200 grw idx

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr rus200 grw idx 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 Tr rus200 grw idx by United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2026-03-31 $13M 54k 248.81
2025-12-31 $15M 54k 276.94
2021-12-31 $210k 1.2k 173.27

More positions owned by United Capital Financial Advisers

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Ishares Tr Core S&p500 Etf (IVV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Repligen Corporation (RGEN)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Value Etf (VTV)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Growth Etf (VUG)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Core Univrsl Usd (IUSB)

View all positions for United Capital Financial Advisers

Top funds holding Ishares Tr rus200 grw idx

Tiaa-cref Individual & Institutional Services
Envestnet Portfolio Solutions
First Citizens Bank & Trust
Ameriprise Financial
Bank of America Corporation
LPL Financial
Mariner Wealth Advisors
Morgan Stanley
Commonwealth Equity Services
Wells Fargo & Company
AE Wealth Management
Boulay Financial Advisors
Advisor Group Holdings
Raymond James Financial
Union Bankshares

View all funds holding Ishares Tr rus200 grw idx