iShares S&P SmallCap 600 Index shares owned by United Capital Financial Advisers
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by United Capital Financial Advisers
from 13F filings
Historical chart of United Capital Financial Advisers investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by United Capital Financial Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $124M | 1.1M | 110.52 |
| 2023-12-31 | $118M | 1.1M | 108.25 |
| 2023-09-30 | $184M | 1.9M | 94.33 |
| 2023-06-30 | $222M | 2.2M | 99.65 |
| 2023-03-31 | $202M | 2.1M | 96.70 |
| 2022-12-31 | $189M | 2.0M | 94.64 |
| 2022-09-30 | $165M | 1.9M | 87.19 |
| 2022-06-30 | $165M | 1.8M | 92.41 |
| 2022-03-31 | $174M | 1.6M | 107.88 |
| 2021-12-31 | $166M | 1.4M | 114.51 |
| 2021-09-30 | $145M | 1.3M | 109.19 |
| 2021-06-30 | $134M | 1.2M | 112.98 |
| 2021-03-31 | $114M | 1.0M | 108.53 |
| 2020-12-31 | $91M | 990k | 91.90 |
| 2020-09-30 | $61M | 869k | 70.23 |
| 2020-06-30 | $31M | 454k | 68.29 |
| 2020-03-31 | $28M | 492k | 56.11 |
| 2019-12-31 | $41M | 487k | 83.85 |
| 2019-09-30 | $35M | 443k | 77.84 |
| 2019-06-30 | $39M | 502k | 78.28 |
| 2019-03-31 | $41M | 533k | 77.15 |
| 2018-12-31 | $36M | 514k | 69.32 |
| 2018-09-30 | $42M | 484k | 87.24 |
| 2018-06-30 | $36M | 429k | 83.46 |
| 2018-03-31 | $33M | 431k | 77.01 |
| 2017-12-31 | $32M | 414k | 77.35 |
| 2017-09-30 | $32M | 425k | 74.22 |
| 2017-06-30 | $29M | 412k | 70.11 |
| 2017-03-31 | $29M | 425k | 69.16 |
| 2016-12-31 | $14M | 202k | 68.76 |
| 2016-09-30 | $26M | 212k | 124.15 |
| 2016-06-30 | $26M | 220k | 116.00 |
| 2016-03-31 | $26M | 227k | 112.69 |
| 2015-12-31 | $26M | 239k | 110.11 |
| 2015-09-30 | $27M | 254k | 106.57 |
| 2015-06-30 | $40M | 341k | 117.88 |
| 2015-03-31 | $36M | 313k | 115.31 |
| 2014-12-31 | $32M | 282k | 114.06 |
| 2014-09-30 | $21M | 203k | 104.30 |
| 2014-06-30 | $21M | 186k | 112.09 |
| 2014-03-31 | $20M | 181k | 110.14 |
| 2013-12-31 | $18M | 164k | 109.13 |
| 2013-09-30 | $12M | 121k | 99.80 |
| 2013-06-30 | $10M | 113k | 90.31 |
| 2013-03-31 | $7.6M | 87k | 87.06 |
| 2012-12-31 | $5.8M | 74k | 78.10 |
| 2012-09-30 | $3.4M | 44k | 77.08 |
| 2012-06-30 | $3.3M | 45k | 73.26 |
| 2011-12-31 | $3.2M | 46k | 68.30 |
| 2011-09-30 | $2.7M | 46k | 58.53 |
| 2011-03-31 | $4.3M | 59k | 73.55 |
| 2010-12-31 | $4.5M | 66k | 68.46 |
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