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iShares Russell 2000 Index shares owned by United Capital Financial Advisers

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by United Capital Financial Advisers from 13F filings

Historical chart of United Capital Financial Advisers investment in iShares Russell 2000 Index

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All positions including iShares Russell 2000 Index 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 Russell 2000 Index by United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2024-03-31 $13M 59k 210.30
2023-12-31 $13M 66k 200.71
2023-09-30 $13M 75k 176.74
2023-06-30 $14M 76k 187.27
2023-03-31 $14M 76k 178.40
2022-12-31 $14M 77k 174.36
2022-09-30 $14M 87k 164.92
2022-06-30 $15M 87k 169.36
2022-03-31 $18M 87k 205.27
2021-12-31 $19M 86k 222.45
2021-09-30 $19M 85k 218.74
2021-06-30 $19M 83k 229.37
2021-03-31 $18M 81k 220.95
2020-12-31 $16M 83k 196.06
2020-09-30 $15M 100k 149.79
2020-06-30 $13M 91k 143.18
2020-03-31 $12M 107k 114.46
2019-12-31 $36M 218k 165.67
2019-09-30 $20M 135k 151.34
2019-06-30 $26M 169k 155.50
2019-03-31 $26M 173k 153.09
2018-12-31 $47M 353k 132.86
2018-09-30 $116M 688k 168.55
2018-06-30 $87M 530k 163.77
2018-03-31 $72M 471k 151.83
2017-12-31 $65M 423k 153.73
2017-09-30 $67M 449k 148.18
2017-06-30 $47M 334k 140.92
2017-03-31 $60M 436k 137.48
2016-12-31 $54M 399k 134.85
2016-09-30 $104M 836k 124.21
2016-06-30 $70M 612k 115.00
2016-03-31 $37M 331k 110.94
2015-12-31 $63M 559k 112.62
2015-09-30 $36M 325k 109.20
2015-06-30 $93M 746k 124.86
2015-03-31 $80M 656k 121.18
2014-12-31 $50M 418k 119.62
2014-09-30 $42M 381k 109.35
2014-06-30 $43M 359k 118.81
2014-03-31 $40M 342k 116.34
2013-12-31 $39M 340k 115.36
2013-09-30 $27M 254k 106.61
2013-06-30 $26M 266k 97.00
2013-03-31 $27M 284k 94.43
2012-12-31 $21M 245k 84.32
2012-09-30 $22M 269k 83.44
2012-06-30 $22M 274k 79.56
2011-12-31 $12M 168k 73.75
2011-09-30 $488k 7.6k 64.33
2011-03-31 $6.6M 78k 84.17
2010-12-31 $7.5M 96k 78.24

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 Russell 2000 Index

Citadel Advisors
Bank of America Corporation
Barclays
Millennium Management
Susquehanna International
Goldman Sachs Group
Citigroup
Wells Fargo & Company
UBS Group
Royal Bank of Canada
Tudor Investment Corporation
Morgan Stanley
Healthcare Of Ontario Pension Plan Trust Fund
Parallax Volatility Advisers
Belvedere Trading

View all funds holding iShares Russell 2000 Index