iShares Russell 2000 Index shares owned by BKD Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by BKD Wealth Advisors
from 13F filings
Historical chart of BKD Wealth Advisors investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by BKD Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.7M | 12k | 220.96 |
| 2024-09-30 | $2.6M | 12k | 220.89 |
| 2024-06-30 | $2.4M | 12k | 202.89 |
| 2024-03-31 | $2.5M | 12k | 210.30 |
| 2023-12-31 | $2.6M | 13k | 200.71 |
| 2023-09-30 | $2.3M | 13k | 176.74 |
| 2023-06-30 | $2.5M | 13k | 187.28 |
| 2023-03-31 | $2.6M | 15k | 178.41 |
| 2022-12-31 | $2.6M | 15k | 174.37 |
| 2022-09-30 | $2.4M | 15k | 164.90 |
| 2022-06-30 | $2.6M | 15k | 169.34 |
| 2022-03-31 | $3.1M | 15k | 205.28 |
| 2021-12-31 | $3.5M | 16k | 222.44 |
| 2021-09-30 | $3.5M | 16k | 218.73 |
| 2021-06-30 | $3.6M | 16k | 229.38 |
| 2021-03-31 | $3.7M | 17k | 220.96 |
| 2020-12-31 | $3.3M | 17k | 196.09 |
| 2020-09-30 | $2.6M | 18k | 149.80 |
| 2020-06-30 | $2.7M | 19k | 143.20 |
| 2020-03-31 | $2.1M | 19k | 114.44 |
| 2019-12-31 | $3.2M | 19k | 165.65 |
| 2019-09-30 | $2.8M | 19k | 151.35 |
| 2019-06-30 | $2.9M | 19k | 155.49 |
| 2019-03-31 | $3.0M | 20k | 153.10 |
| 2018-12-31 | $2.5M | 19k | 133.88 |
| 2018-09-30 | $3.5M | 21k | 168.55 |
| 2018-06-30 | $3.4M | 21k | 163.78 |
| 2018-03-31 | $3.3M | 21k | 157.49 |
| 2017-12-31 | $3.4M | 22k | 152.48 |
| 2017-09-30 | $3.3M | 22k | 148.18 |
| 2017-06-30 | $3.3M | 23k | 140.94 |
| 2017-03-31 | $3.4M | 25k | 137.49 |
| 2016-12-31 | $3.6M | 26k | 134.84 |
| 2016-09-30 | $3.2M | 25k | 124.21 |
| 2016-06-30 | $3.2M | 28k | 114.97 |
| 2016-03-31 | $3.5M | 32k | 110.63 |
| 2015-12-31 | $4.5M | 40k | 112.63 |
| 2015-09-30 | $4.7M | 43k | 109.20 |
| 2015-06-30 | $7.0M | 56k | 124.85 |
| 2015-03-31 | $7.3M | 59k | 124.36 |
| 2014-12-31 | $7.3M | 63k | 117.17 |
| 2014-09-30 | $7.1M | 65k | 109.65 |
| 2014-06-30 | $8.8M | 74k | 119.04 |
| 2014-03-31 | $10M | 89k | 116.32 |
| 2013-12-31 | $24M | 207k | 115.34 |
| 2013-09-30 | $12M | 111k | 106.61 |