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iShares S&P MidCap 400 Value Index shares owned by BKD Wealth Advisors

Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by BKD Wealth Advisors from 13F filings

Historical chart of BKD Wealth Advisors investment in iShares S&P MidCap 400 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 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 S&P MidCap 400 Value Index by BKD Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $255k 2.3k 113.46
2024-03-31 $249k 2.1k 118.29
2023-12-31 $256k 2.2k 114.06
2023-09-30 $225k 2.2k 100.95
2023-06-30 $244k 2.3k 107.15
2023-03-31 $251k 2.4k 102.76
2022-12-31 $246k 2.4k 100.80
2022-09-30 $220k 2.5k 89.80
2022-06-30 $240k 2.5k 94.41
2022-03-31 $279k 2.5k 109.80
2021-12-31 $313k 2.8k 110.60
2021-09-30 $262k 2.5k 103.19
2021-06-30 $284k 2.7k 105.46
2021-03-31 $274k 2.7k 101.78
2020-12-31 $242k 2.8k 86.40
2020-06-30 $205k 1.5k 132.77
2019-12-31 $281k 1.6k 170.72
2019-09-30 $264k 1.7k 159.90
2019-06-30 $263k 1.7k 159.39
2015-12-31 $398k 3.4k 117.23
2015-09-30 $522k 4.5k 115.26
2015-06-30 $640k 5.0k 128.93
2015-03-31 $665k 5.1k 130.88
2014-12-31 $476k 3.7k 127.96

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)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
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)
Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Tr Core Msci Total (IXUS)
Vanguard World Mega Cap Index (MGC)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Dimensional Etf Trust Emerging Mkts Co (DFEM)

View all positions for BKD Wealth Advisors

Top funds holding iShares S&P MidCap 400 Value Index

Morgan Stanley
Wells Fargo & Company
Bank of America Corporation
Envestnet Asset Management
Pnc Financial Services
D.A. Davidson & Co.
Financial Engines Advisors L.L.C
Cullen Frost Bankers
Northern Trust
Raymond James & Associates
Evensky & Katz
LPL Financial
Northwestern Mutual Wealth Management Company
Midland Wealth Advisors
Royal Bank of Canada

View all funds holding iShares S&P MidCap 400 Value Index