iShares Russell 1000 Index shares owned by BKD Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by BKD Wealth Advisors
from 13F filings
Historical chart of BKD Wealth Advisors investment in iShares Russell 1000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 1000 Index held by BKD Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell 1000 Index by BKD Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $3.6M | 12k | 297.54 |
2024-03-31 | $3.5M | 12k | 288.03 |
2023-12-31 | $3.3M | 13k | 262.26 |
2023-09-30 | $3.1M | 13k | 234.91 |
2023-06-30 | $3.5M | 14k | 243.74 |
2023-03-31 | $3.2M | 14k | 225.23 |
2022-12-31 | $3.1M | 15k | 210.52 |
2022-09-30 | $3.0M | 15k | 197.31 |
2022-06-30 | $3.1M | 15k | 207.73 |
2022-03-31 | $3.8M | 15k | 250.10 |
2021-12-31 | $4.1M | 15k | 264.44 |
2021-09-30 | $3.8M | 16k | 241.70 |
2021-06-30 | $3.8M | 16k | 242.08 |
2021-03-31 | $3.5M | 16k | 223.85 |
2020-12-31 | $3.3M | 16k | 211.84 |
2020-09-30 | $3.3M | 18k | 187.15 |
2020-06-30 | $2.9M | 17k | 171.70 |
2020-03-31 | $1.7M | 12k | 141.52 |
2019-12-31 | $2.1M | 12k | 178.45 |
2019-09-30 | $1.7M | 10k | 164.55 |
2019-06-30 | $1.7M | 10k | 162.80 |
2019-03-31 | $2.0M | 13k | 157.31 |
2018-12-31 | $1.7M | 13k | 138.71 |
2018-09-30 | $2.1M | 13k | 161.71 |
2018-06-30 | $1.9M | 13k | 151.97 |
2018-03-31 | $1.9M | 13k | 150.61 |
2017-12-31 | $1.9M | 13k | 148.64 |
2017-09-30 | $1.6M | 11k | 139.84 |
2017-06-30 | $1.4M | 10k | 135.28 |
2017-03-31 | $1.3M | 10k | 131.23 |
2016-12-31 | $1.7M | 13k | 124.45 |
2016-09-30 | $1.6M | 14k | 120.48 |
2016-06-30 | $1.6M | 14k | 116.86 |
2016-03-31 | $1.5M | 14k | 114.06 |
2015-12-31 | $1.5M | 14k | 113.32 |
2015-09-30 | $1.5M | 14k | 107.05 |
2015-06-30 | $1.6M | 14k | 116.01 |
2015-03-31 | $1.0M | 8.8k | 115.84 |
2014-12-31 | $998k | 8.8k | 113.01 |
2014-09-30 | $968k | 8.8k | 109.61 |
2014-06-30 | $973k | 8.8k | 110.18 |
2014-03-31 | $925k | 8.8k | 104.74 |
2013-12-31 | $1.9M | 19k | 103.20 |
2013-09-30 | $869k | 9.2k | 94.20 |