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

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2024-06-30 $439k 3.4k 128.43
2024-03-31 $526k 4.0k 130.73
2023-12-31 $456k 3.6k 125.14
2023-09-30 $399k 3.6k 109.68
2023-06-30 $418k 3.6k 114.93
2023-03-31 $400k 3.6k 109.95
2022-12-31 $554k 5.1k 108.07
2022-09-30 $499k 4.9k 101.63
2022-06-30 $517k 4.9k 105.30
2022-03-31 $614k 4.9k 125.05
2021-12-31 $682k 4.9k 138.90
2021-09-30 $638k 4.9k 129.94
2021-06-30 $651k 4.9k 132.59
2021-03-31 $630k 4.9k 128.31
2020-12-31 $561k 4.9k 114.26
2020-09-30 $439k 2.5k 176.31
2020-06-30 $423k 2.5k 169.88
2020-03-31 $338k 2.5k 137.68
2019-12-31 $475k 2.5k 193.48
2019-09-30 $438k 2.5k 178.41
2019-06-30 $448k 2.5k 182.48
2019-03-31 $438k 2.5k 178.41
2018-12-31 $396k 2.5k 161.30
2018-09-30 $495k 2.5k 201.63
2018-06-30 $464k 2.5k 189.00
2018-03-31 $443k 2.5k 180.45
2017-12-31 $418k 2.5k 170.26
2017-09-30 $358k 2.2k 164.60
2017-06-30 $339k 2.2k 155.86
2017-03-31 $333k 2.2k 153.10
2016-12-31 $326k 2.2k 149.89
2016-09-30 $298k 2.2k 137.01
2016-06-30 $279k 2.2k 128.28
2016-03-31 $274k 2.2k 124.32
2015-12-31 $286k 2.3k 124.46
2015-09-30 $270k 2.3k 120.00
2015-06-30 $373k 2.8k 131.11
2015-03-31 $370k 2.8k 130.05
2014-12-31 $349k 2.9k 121.10
2014-09-30 $325k 2.9k 112.77
2014-06-30 $381k 3.2k 120.88
2014-03-31 $375k 3.2k 118.97
2013-12-31 $748k 6.3k 118.65
2013-09-30 $707k 6.5k 108.32

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 Growth

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LPL Financial
Northwestern Mutual Wealth Management Company
M^T Bank Corporation
Commonwealth Equity Services
Glenmede Trust Company
Royal Bank of Canada
Jpmorgan Chase & Co
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HighTower Advisors
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View all funds holding iShares S&P SmallCap 600 Growth