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

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $286k 3.0k 95.89
2025-06-30 $276k 3.0k 90.98
2025-03-31 $252k 3.0k 83.28
2024-12-31 $271k 3.0k 90.93
2024-09-30 $274k 3.0k 91.93
2024-06-30 $294k 3.3k 88.11
2024-03-31 $286k 3.1k 91.25
2023-12-31 $256k 3.2k 79.22
2023-09-30 $234k 3.2k 72.24
2023-06-30 $251k 3.4k 75.00
2023-03-31 $240k 3.4k 71.51
2022-12-31 $282k 4.1k 68.30
2022-09-30 $260k 4.1k 62.94
2022-06-30 $263k 4.1k 63.67
2022-03-31 $342k 4.4k 77.32
2021-12-31 $430k 5.0k 85.27
2021-09-30 $446k 5.6k 79.11
2021-06-30 $456k 5.6k 80.88
2021-03-31 $442k 5.6k 78.40
2020-12-31 $445k 6.2k 72.15
2020-09-30 $369k 1.5k 239.30
2020-06-30 $324k 1.4k 224.22
2020-03-31 $268k 1.5k 178.67
2019-12-31 $375k 1.6k 238.10
2019-09-30 $356k 1.6k 224.04
2019-06-30 $360k 1.6k 226.56
2019-03-31 $262k 1.2k 219.43
2018-12-31 $234k 1.2k 191.18
2018-09-30 $285k 1.2k 233.03
2018-06-30 $275k 1.2k 224.86
2018-03-31 $280k 1.3k 222.58
2017-12-31 $284k 1.3k 215.97
2015-03-31 $205k 1.2k 171.69
2013-12-31 $293k 2.0k 150.26
2013-09-30 $272k 2.0k 139.49

More positions owned by BKD Wealth Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Malvern Fds Core Bd Etf (VCRB)
T Rowe Price Etf Us Equity Resear (TSPA)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core Msci Total (IXUS)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
J P Morgan Exchange Traded F Municipal Etf (JMUB)

View all positions for BKD Wealth Advisors

Top funds holding iShares S&P MidCap 400 Growth

Morgan Stanley
Wells Fargo & Company
FMR
Goldman Sachs Group
UBS Group
Pnc Financial Services
Raymond James Financial
Envestnet Asset Management
LPL Financial
Financial Engines Advisors L.L.C
D.A. Davidson & Co.
Northwestern Mutual Wealth Management Company
Northern Trust
Ameriprise Financial
Jpmorgan Chase & Co

View all funds holding iShares S&P MidCap 400 Growth