UNITED CAPITAL FINANCIAL ADVISORS, LLC's ownership history for IYW
UNITED CAPITAL FINANCIAL ADVISORS, LLC currently holds 319.4K shares with a market value of $58.0M. It started holding IYW on 2024-09-30. At its peak, it held 375.4K shares on 2024-09-30. Its highest holding value was $63.6M on 2025-12-31. At its lowest, it held 121.8K shares on 2025-09-30, with a value of $23.9M on 2025-09-30. In the recent 180 days, UNITED CAPITAL FINANCIAL ADVISORS, LLC has increased its shares by 197.6K. In the recent year, UNITED CAPITAL FINANCIAL ADVISORS, LLC has decreased its shares by 25.0K.
UNITED CAPITAL FINANCIAL ADVISORS, LLC's ownership history for IYW