iShares S&P 500 Growth Index shares owned by BKD Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by BKD Wealth Advisors
from 13F filings
Historical chart of BKD Wealth Advisors investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by BKD Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $28M | 298k | 92.54 |
| 2024-03-31 | $26M | 306k | 84.44 |
| 2023-12-31 | $24M | 319k | 75.10 |
| 2023-09-30 | $23M | 334k | 68.42 |
| 2023-06-30 | $24M | 345k | 70.48 |
| 2023-03-31 | $23M | 362k | 63.89 |
| 2022-12-31 | $21M | 363k | 58.50 |
| 2022-09-30 | $20M | 349k | 57.85 |
| 2022-06-30 | $21M | 348k | 60.35 |
| 2022-03-31 | $27M | 351k | 76.38 |
| 2021-12-31 | $30M | 358k | 83.67 |
| 2021-09-30 | $26M | 354k | 73.91 |
| 2021-06-30 | $27M | 367k | 72.73 |
| 2021-03-31 | $26M | 395k | 65.11 |
| 2020-12-31 | $33M | 513k | 63.82 |
| 2020-09-30 | $47M | 204k | 231.08 |
| 2020-06-30 | $47M | 228k | 207.49 |
| 2020-03-31 | $38M | 233k | 165.05 |
| 2019-12-31 | $44M | 227k | 193.64 |
| 2019-09-30 | $41M | 226k | 180.03 |
| 2019-06-30 | $43M | 237k | 179.24 |
| 2019-03-31 | $41M | 235k | 172.36 |
| 2018-12-31 | $13M | 88k | 150.67 |
| 2018-09-30 | $12M | 67k | 177.18 |
| 2018-06-30 | $7.2M | 44k | 162.60 |
| 2018-03-31 | $25M | 154k | 159.89 |
| 2017-12-31 | $15M | 100k | 152.77 |
| 2017-09-30 | $15M | 102k | 143.42 |
| 2017-06-30 | $14M | 99k | 136.85 |
| 2017-03-31 | $13M | 100k | 131.52 |
| 2016-12-31 | $8.2M | 68k | 121.79 |
| 2016-09-30 | $436k | 3.6k | 121.69 |
| 2016-06-30 | $261k | 2.2k | 116.67 |
| 2015-12-31 | $211k | 1.8k | 115.93 |
| 2014-12-31 | $2.0M | 18k | 110.82 |
| 2014-09-30 | $1.9M | 18k | 106.42 |
| 2014-06-30 | $1.9M | 19k | 105.18 |
| 2014-03-31 | $1.9M | 19k | 99.77 |
| 2013-12-31 | $3.7M | 38k | 98.72 |
| 2013-09-30 | $1.6M | 18k | 89.34 |