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iShares Dow Jones US Financial Svc. shares owned by United Capital Financial Advisers

Quarter-by-quarter ownership of iShares Dow Jones US Financial Svc. (IYG) shares owned by United Capital Financial Advisers from 13F filings

Historical chart of United Capital Financial Advisers investment in iShares Dow Jones US Financial Svc.

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Financial Svc. 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 Dow Jones US Financial Svc. by United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2025-09-30 $272k 3.0k 89.64
2023-09-30 $2.5M 16k 154.64
2023-06-30 $2.6M 16k 157.99
2023-03-31 $2.6M 17k 150.96
2022-12-31 $2.8M 18k 157.52
2022-09-30 $2.6M 19k 141.23
2022-06-30 $2.7M 19k 148.23
2022-03-31 $3.2M 18k 180.32
2021-12-31 $3.6M 19k 193.10
2021-09-30 $3.3M 18k 188.19
2021-06-30 $3.1M 17k 185.24
2021-03-31 $2.9M 17k 171.29
2020-12-31 $2.5M 17k 150.06
2020-09-30 $1.9M 16k 122.05
2020-06-30 $1.6M 13k 119.43
2020-03-31 $1.5M 14k 102.70
2019-12-31 $4.4M 29k 151.82
2019-09-30 $3.9M 29k 136.42
2019-06-30 $3.9M 30k 133.88
2019-03-31 $3.9M 31k 124.80
2018-12-31 $3.3M 30k 112.27
2018-09-30 $4.0M 30k 133.30
2018-06-30 $3.8M 29k 129.63
2018-03-31 $4.0M 31k 130.95
2017-12-31 $3.3M 26k 131.27
2017-09-30 $3.2M 27k 119.85
2017-06-30 $3.1M 27k 113.38
2017-03-31 $4.2M 39k 109.10
2016-12-31 $8.5M 80k 106.26
2016-09-30 $8.4M 96k 87.76
2016-06-30 $8.2M 102k 81.00

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 Dow Jones US Financial Svc.

RiverFront Investment Group
Envestnet Asset Management
Goldman Sachs Group
Sagespring Wealth Partners
Royal Bank of Canada
Raymond James Financial
LPL Financial
Kozak & Associates
Baltimore-Washington Financial Advisors
Foundations Investment Advisors
Wells Fargo & Company
Jpmorgan Chase & Co
Green Harvest Asset Management
Circle Wealth Management
Mml Investors Services

View all funds holding iShares Dow Jones US Financial Svc.