UNITED CAPITAL FINANCIAL ADVISORS, LLC's ownership history for IWF


UNITED CAPITAL FINANCIAL ADVISORS, LLC currently holds 96.2K shares with a market value of $41.0M. It started holding IWF on 2024-09-30. At its peak, it held 96.8K shares on 2025-12-31. Its highest holding value was $45.8M on 2025-12-31. At its lowest, it held 77.8K shares on 2025-09-30, with a value of $30.0M on 2025-03-31. In the recent 180 days, UNITED CAPITAL FINANCIAL ADVISORS, LLC has increased its shares by 18.4K. In the recent year, UNITED CAPITAL FINANCIAL ADVISORS, LLC has increased its shares by 13.1K.


UNITED CAPITAL FINANCIAL ADVISORS, LLC's ownership history for IWF