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iShares Russell 1000 Growth Index shares owned by BKD Wealth Advisors

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

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

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Growth 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 Growth Index by BKD Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.4M 19k 337.05
2023-12-31 $5.4M 18k 303.17
2023-09-30 $4.8M 18k 265.98
2023-06-30 $5.1M 19k 275.17
2023-03-31 $5.0M 21k 244.33
2022-12-31 $5.3M 25k 214.24
2022-09-30 $5.1M 24k 210.42
2022-06-30 $5.3M 24k 218.70
2022-03-31 $6.5M 24k 277.63
2021-12-31 $7.5M 25k 305.59
2021-09-30 $6.9M 25k 274.04
2021-06-30 $6.9M 25k 271.50
2021-03-31 $6.4M 26k 243.05
2020-12-31 $6.5M 27k 241.13
2020-09-30 $6.0M 28k 216.87
2020-06-30 $3.7M 20k 191.97
2020-03-31 $3.0M 20k 150.64
2019-12-31 $3.4M 19k 175.93
2019-09-30 $3.1M 20k 159.65
2019-06-30 $2.9M 18k 157.32
2019-03-31 $2.8M 19k 151.37
2018-12-31 $2.4M 19k 130.89
2018-09-30 $2.9M 19k 156.00
2018-06-30 $2.7M 19k 143.78
2018-03-31 $2.5M 18k 140.34
2017-12-31 $1.4M 10k 134.64
2017-09-30 $1.3M 10k 125.04
2017-06-30 $1.2M 10k 118.98
2017-03-31 $1.2M 10k 113.83
2016-12-31 $1.1M 10k 104.87
2016-09-30 $1.1M 10k 104.20
2016-06-30 $1.1M 11k 100.32
2016-03-31 $1.0M 10k 99.79
2015-12-31 $1.1M 11k 99.47
2015-09-30 $987k 11k 93.03
2015-06-30 $1.3M 13k 99.04
2015-03-31 $1.5M 15k 98.92
2013-12-31 $206k 2.4k 86.05
2013-09-30 $220k 2.8k 78.07

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 Growth Index

Bank of America Corporation
Goldman Sachs Group
Jpmorgan Chase & Co
UBS Group
Wells Fargo & Company
Pnc Financial Services
Raymond James & Associates
M^T Bank Corporation
Baird Financial
Tiaa Trust, National Association
Branch Banking & Trust Company
Commonwealth Equity Services
Royal Bank of Canada
Stifel Financial
Churchill Management Corp.

View all funds holding iShares Russell 1000 Growth Index