United Capital Financial Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

United Capital Financial Advisors’s Portfolio IWV Stock Details IWV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$15.5M	Sell	41,907 -1,518	-3%	-$587K	0.1%	172
2025 Q4	$16.8M	Buy	43,425 +615	+1%	+$236K	0.1%	167
2025 Q3	$16.2M	Sell	42,810 -989	-2%	-$361K	0.12%	149
2025 Q2	$15.4M	Sell	43,799 -755	-2%	-$245K	0.12%	139
2025 Q1	$14.2M	Sell	44,554 -963	-2%	-$323K	0.12%	140
2024 Q4	$15.2M	Sell	45,517 -1,118	-2%	-$376K	0.13%	135
2024 Q3	$15.2M	Sell	46,635 -1,796	-4%	-$565K	0.13%	148
2024 Q2	$14.9M	Sell	48,431 -3,179	-6%	-$949K	0.13%	146
2024 Q1	$15.5M	Buy	51,610 +3,140	+6%	+$896K	0.13%	150
2023 Q4	$13.3M	Sell	48,470 -12,732	-21%	-$3.25M	0.11%	159
2023 Q3	$15M	Sell	61,202 -3,885	-6%	-$993K	0.1%	179
2023 Q2	$16.6M	Sell	65,087 -2,397	-4%	-$576K	0.09%	182
2023 Q1	$15.9M	Sell	67,484 -4,870	-7%	-$1.12M	0.09%	188
2022 Q4	$16M	Sell	72,354 -2,774	-4%	-$616K	0.09%	193
2022 Q3	$15.6M	Sell	75,128 -1,875	-2%	-$431K	0.09%	189
2022 Q2	$16.7M	Sell	77,003 -4,510	-6%	-$1.07M	0.09%	195
2022 Q1	$21.4M	Sell	81,513 -2,388	-3%	-$618K	0.1%	180
2021 Q4	$23.3M	Sell	83,901 -2,501	-3%	-$677K	0.11%	183
2021 Q3	$22M	Sell	86,402 -5,864	-6%	-$1.54M	0.11%	181
2021 Q2	$23.6M	Sell	92,266 -721	-0.8%	-$180K	0.12%	176
2021 Q1	$22.1M	Sell	92,987 -7,045	-7%	-$1.64M	0.12%	172
2020 Q4	$22.4M	Sell	100,032 -1,928	-2%	-$405K	0.14%	167
2020 Q3	$20M	Sell	101,960 -6,472	-6%	-$1.25M	0.13%	172
2020 Q2	$19.5M	Sell	108,432 -5,560	-5%	-$942K	0.14%	157
2020 Q1	$16.9M	Sell	113,992 -14,054	-11%	-$2.5M	0.14%	159
2019 Q4	$24.1M	Sell	128,046 -3,650	-3%	-$658K	0.16%	152
2019 Q3	$22.9M	Sell	131,696 -8,281	-6%	-$1.44M	0.16%	148
2019 Q2	$24.1M	Sell	139,977 -2,595	-2%	-$440K	0.16%	140
2019 Q1	$23.8M	Sell	142,572 -15,996	-10%	-$2.57M	0.17%	134
2018 Q4	$23.3M	Buy	158,568 +6,367	+4%	+$1.01M	0.19%	116
2018 Q3	$26.2M	Sell	152,201 -7,817	-5%	-$1.32M	0.18%	119
2018 Q2	$26M	Sell	160,018 -7,753	-5%	-$1.25M	0.19%	117
2018 Q1	$26.2M	Sell	167,771 -11,458	-6%	-$1.85M	0.2%	120
2017 Q4	$28.3M	Sell	179,229 -6,128	-3%	-$945K	0.22%	104
2017 Q3	$27.7M	Sell	185,357 -2,989	-2%	-$436K	0.23%	101
2017 Q2	$27.1M	Sell	188,346 -1,649	-0.9%	-$234K	0.24%	98
2017 Q1	$26.6M	Sell	189,995 -7,051	-4%	-$974K	0.25%	92
2016 Q4	$26.2M	Sell	197,046 -182,311	-48%	-$23.6M	0.25%	85
2016 Q3	$48.6M	Buy	379,357 +121,333	+47%	+$15.5M	0.47%	35
2016 Q2	$32M	Sell	258,024 -8,589	-3%	-$1.05M	0.33%	59
2016 Q1	$32.2M	Sell	266,613 -49,451	-16%	-$5.66M	0.36%	51
2015 Q4	$38M	Sell	316,064 -26,635	-8%	-$3.24M	0.44%	41
2015 Q3	$39M	Buy	342,699 +66,547	+24%	+$8.06M	0.47%	35
2015 Q2	$34.2M	Sell	276,152 -26,051	-9%	-$3.28M	0.4%	48
2015 Q1	$37.6M	Sell	302,203 -98,426	-25%	-$12.1M	0.46%	38
2014 Q4	$49M	Sell	400,629 -43,774	-10%	-$5.22M	0.73%	25
2014 Q3	$51.9M	Sell	444,403 -83,588	-16%	-$9.85M	0.9%	16
2014 Q2	$62.2M	Sell	527,991 -117,600	-18%	-$13.4M	1.15%	12
2014 Q1	$72.5M	Buy	645,591 +638,277	+8,727%	+$70.5M	1.54%	11
2013 Q4	$809K	Sell	7,314 -689,974	-99%	-$73.2M	0.03%	364
2013 Q3	$70.5M	Buy	697,288 +22,077	+3%	+$2.21M	2.25%	3
2013 Q2	$65.1M	Buy	+675,211	New	+$64.6M	1.73%	2