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iShares Russell 1000 Value Index shares owned by BKD Wealth Advisors

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by BKD Wealth Advisors from 13F filings

Historical chart of BKD Wealth Advisors investment in iShares Russell 1000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Value Index held by BKD Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 1000 Value Index by BKD Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.5M 8.2k 179.11
2023-12-31 $1.5M 9.3k 165.25
2023-09-30 $1.6M 11k 151.82
2023-06-30 $1.6M 10k 157.83
2023-03-31 $1.7M 11k 152.26
2022-12-31 $17M 110k 151.65
2022-09-30 $15M 109k 135.99
2022-06-30 $16M 108k 144.97
2022-03-31 $13M 81k 165.98
2021-12-31 $12M 68k 167.93
2021-09-30 $10M 65k 156.51
2021-06-30 $8.9M 56k 158.62
2021-03-31 $1.9M 13k 151.57
2020-12-31 $1.7M 13k 136.71
2020-09-30 $1.5M 13k 118.16
2020-06-30 $1.4M 13k 112.60
2020-03-31 $1.3M 13k 99.18
2019-12-31 $1.9M 14k 136.49
2019-09-30 $1.8M 14k 128.23
2019-06-30 $1.5M 12k 127.24
2019-03-31 $1.6M 13k 123.50
2018-12-31 $1.2M 10k 111.07
2018-09-30 $1.3M 9.9k 126.65
2018-06-30 $1.2M 9.9k 121.41
2018-03-31 $1.1M 8.9k 122.37
2017-12-31 $528k 4.2k 124.38
2017-09-30 $503k 4.2k 118.49
2017-06-30 $494k 4.2k 116.37
2017-03-31 $461k 4.0k 114.82
2016-12-31 $470k 4.2k 111.93
2016-09-30 $443k 4.2k 105.50
2016-06-30 $504k 4.9k 103.24
2016-03-31 $488k 4.9k 98.79
2015-12-31 $752k 7.7k 97.87
2015-09-30 $754k 8.1k 93.29
2015-06-30 $1.0M 10k 103.19
2015-03-31 $1.2M 12k 103.08
2013-12-31 $319k 3.4k 94.04
2013-09-30 $354k 4.1k 86.34

More positions owned by BKD Wealth Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core Msci Total (IXUS)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard World Mega Cap Index (MGC)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for BKD Wealth Advisors

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Morgan Stanley
Goldman Sachs Group
FMR
Financial Engines Advisors L.L.C
Jpmorgan Chase & Co
UBS Group
Envestnet Asset Management
Wells Fargo & Company
Northern Trust
Baird Financial
M^T Bank Corporation
Raymond James & Associates
Pnc Financial Services
LPL Financial

View all funds holding iShares Russell 1000 Value Index