Question 1

How many shares of IVV does UNITED CAPITAL FINANCIAL ADVISORS, LLC own?

Accepted Answer

As of 2026-Q1, UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 1.4M shares of IVV (ISHARES TR).

Question 2

What is UNITED CAPITAL FINANCIAL ADVISORS, LLC's IVV position worth?

Accepted Answer

As of 2026-Q1, UNITED CAPITAL FINANCIAL ADVISORS, LLC's IVV position is worth $888.2M.

Question 3

Is UNITED CAPITAL FINANCIAL ADVISORS, LLC buying or selling IVV?

Accepted Answer

In 2026-Q1, UNITED CAPITAL FINANCIAL ADVISORS, LLC increased their IVV position (+6.9% change in shares).

Question 4

When did UNITED CAPITAL FINANCIAL ADVISORS, LLC first buy IVV?

Accepted Answer

Based on available 13F filings, UNITED CAPITAL FINANCIAL ADVISORS, LLC first reported a position in IVV in 2026-Q1. They have held the position across 29 quarters.