BKD Wealth Advisors »

iShares Russell 2000 Index shares owned by BKD Wealth Advisors

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by BKD Wealth Advisors from 13F filings

Historical chart of BKD Wealth Advisors investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index held by BKD Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 2000 Index by BKD Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.5M 12k 210.30
2023-12-31 $2.6M 13k 200.71
2023-09-30 $2.3M 13k 176.74
2023-06-30 $2.5M 13k 187.28
2023-03-31 $2.6M 15k 178.41
2022-12-31 $2.6M 15k 174.37
2022-09-30 $2.4M 15k 164.90
2022-06-30 $2.6M 15k 169.34
2022-03-31 $3.1M 15k 205.28
2021-12-31 $3.5M 16k 222.44
2021-09-30 $3.5M 16k 218.73
2021-06-30 $3.6M 16k 229.38
2021-03-31 $3.7M 17k 220.96
2020-12-31 $3.3M 17k 196.09
2020-09-30 $2.6M 18k 149.80
2020-06-30 $2.7M 19k 143.20
2020-03-31 $2.1M 19k 114.44
2019-12-31 $3.2M 19k 165.65
2019-09-30 $2.8M 19k 151.35
2019-06-30 $2.9M 19k 155.49
2019-03-31 $3.0M 20k 153.10
2018-12-31 $2.5M 19k 133.88
2018-09-30 $3.5M 21k 168.55
2018-06-30 $3.4M 21k 163.78
2018-03-31 $3.3M 21k 157.49
2017-12-31 $3.4M 22k 152.48
2017-09-30 $3.3M 22k 148.18
2017-06-30 $3.3M 23k 140.94
2017-03-31 $3.4M 25k 137.49
2016-12-31 $3.6M 26k 134.84
2016-09-30 $3.2M 25k 124.21
2016-06-30 $3.2M 28k 114.97
2016-03-31 $3.5M 32k 110.63
2015-12-31 $4.5M 40k 112.63
2015-09-30 $4.7M 43k 109.20
2015-06-30 $7.0M 56k 124.85
2015-03-31 $7.3M 59k 124.36
2014-12-31 $7.3M 63k 117.17
2014-09-30 $7.1M 65k 109.65
2014-06-30 $8.8M 74k 119.04
2014-03-31 $10M 89k 116.32
2013-12-31 $24M 207k 115.34
2013-09-30 $12M 111k 106.61

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 2000 Index

Citadel Advisors
Bank of America Corporation
Barclays
Goldman Sachs Group
Millennium Management
Wells Fargo & Company
Citigroup
UBS Group
Royal Bank of Canada
Rokos Capital Management
Healthcare Of Ontario Pension Plan Trust Fund
Parallax Volatility Advisers
Bank Of Montreal
Wolverine Trading
Balyasny Asset Management

View all funds holding iShares Russell 2000 Index