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iShares S&P SmallCap 600 Value Idx shares owned by United Capital Financial Advisers

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by United Capital Financial Advisers from 13F filings

Historical chart of United Capital Financial Advisers investment in iShares S&P SmallCap 600 Value Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Value 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 S&P SmallCap 600 Value Idx by United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2024-03-31 $22M 213k 102.76
2023-12-31 $24M 230k 103.07
2023-09-30 $38M 428k 89.22
2023-06-30 $66M 697k 95.09
2023-03-31 $66M 708k 93.59
2022-12-31 $68M 744k 91.31
2022-09-30 $65M 783k 82.45
2022-06-30 $72M 807k 89.03
2022-03-31 $85M 831k 102.39
2021-12-31 $91M 866k 104.49
2021-09-30 $88M 872k 100.67
2021-06-30 $92M 876k 105.43
2021-03-31 $97M 966k 100.74
2020-12-31 $87M 1.1M 81.31
2020-09-30 $81M 663k 122.42
2020-06-30 $80M 664k 120.37
2020-03-31 $63M 662k 95.70
2019-12-31 $74M 457k 160.80
2019-09-30 $67M 447k 150.19
2019-06-30 $65M 437k 148.62
2019-03-31 $63M 424k 147.54
2018-12-31 $55M 414k 131.85
2018-09-30 $68M 410k 166.93
2018-06-30 $66M 406k 163.27
2018-03-31 $60M 399k 150.84
2017-12-31 $60M 386k 154.62
2017-09-30 $56M 377k 148.31
2017-06-30 $51M 364k 139.82
2017-03-31 $47M 340k 138.65
2016-12-31 $48M 341k 140.01
2016-09-30 $43M 343k 124.81
2016-06-30 $38M 324k 117.00
2016-03-31 $33M 294k 113.32
2015-12-31 $28M 254k 108.16
2015-09-30 $26M 244k 104.79
2015-06-30 $28M 234k 117.76
2015-03-31 $26M 219k 116.74
2014-12-31 $13M 108k 117.94
2014-09-30 $19M 176k 107.29
2014-06-30 $21M 178k 115.43
2014-03-31 $19M 167k 113.45
2013-12-31 $264k 2.4k 111.11
2013-09-30 $13M 127k 102.22
2013-06-30 $10M 112k 93.44
2013-03-31 $1.7M 19k 89.94
2012-12-31 $1.4M 17k 80.91
2012-09-30 $233k 3.0k 78.93
2012-06-30 $395k 5.3k 74.26
2011-12-31 $1.0M 15k 69.74
2011-09-30 $800k 14k 59.18
2011-03-31 $1.8M 24k 76.20
2010-12-31 $1.3M 18k 71.89

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)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Apple Common Stock (AAPL)
Microsoft Corporation Common Stock (MSFT)
Ishares Core Total Usd Bond Market Etf Exchange Traded Fund (IUSB)
Vanguard Value Etf Exchange Traded Fund (VTV)
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares Currency Hedged Msci Eafe Etf Exchange Traded Fund (HEFA)
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)
Nvidia Corporation Common Stock (NVDA)
Ishares Mbs Etf Exchange Traded Fund (MBB)
Ishares Core S&p Small Cap Etf Exchange Traded Fund (IJR)

View all positions for United Capital Financial Advisers

Top funds holding iShares S&P SmallCap 600 Value Idx

Morgan Stanley
Bank of America Corporation
FMR
M^T Bank Corporation
Regions Bank
Wells Fargo & Company
UBS Group
Prime Capital Investment Advisors
Modera Wealth Management
Envestnet Asset Management
Pnc Financial Services
LPL Financial
Commonwealth Equity Services
Bessemer
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Value Idx