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iShares S&P SmallCap 600 Index shares owned by BKD Wealth Advisors

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by BKD Wealth Advisors from 13F filings

Historical chart of BKD Wealth Advisors investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 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 SmallCap 600 Index by BKD Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $18M 169k 106.66
2024-03-31 $19M 173k 110.52
2023-12-31 $18M 169k 108.25
2023-09-30 $17M 175k 94.33
2023-06-30 $17M 166k 99.65
2023-03-31 $17M 172k 96.70
2022-12-31 $17M 177k 94.64
2022-09-30 $19M 215k 87.19
2022-06-30 $31M 339k 92.41
2022-03-31 $41M 376k 107.88
2021-12-31 $41M 360k 114.51
2021-09-30 $38M 351k 109.19
2021-06-30 $39M 344k 112.98
2021-03-31 $37M 336k 108.53
2020-12-31 $27M 288k 91.90
2020-09-30 $13M 185k 70.23
2020-06-30 $1.7M 25k 68.28
2020-03-31 $741k 13k 56.11
2019-12-31 $1.1M 14k 83.83
2019-09-30 $1.0M 13k 77.86
2019-06-30 $889k 11k 78.26
2019-03-31 $596k 7.7k 77.12
2018-12-31 $602k 8.7k 69.36
2018-09-30 $1.0M 12k 87.21
2018-06-30 $987k 12k 83.49
2018-03-31 $928k 12k 80.16
2017-12-31 $889k 12k 76.79
2017-09-30 $891k 12k 74.24
2017-06-30 $849k 12k 70.12
2017-03-31 $817k 12k 69.16
2016-12-31 $816k 5.9k 137.56
2016-09-30 $738k 5.9k 124.16
2016-06-30 $699k 6.0k 116.19
2016-03-31 $678k 6.0k 112.49
2015-12-31 $752k 6.8k 110.17
2015-09-30 $738k 6.9k 106.52
2015-06-30 $817k 6.9k 117.93
2015-03-31 $909k 7.7k 118.07
2014-12-31 $270k 2.4k 111.16
2013-12-31 $208k 1.9k 109.94

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 SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
Morgan Stanley
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Bank of New York Mellon
Goldman Sachs Group
Raymond James & Associates
First Command Advisory Services
Northern Trust
Financial Engines Advisors L.L.C
Pnc Financial Services
BlackRock
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index