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iShares Russell Midcap Index Fund shares owned by BKD Wealth Advisors

Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by BKD Wealth Advisors from 13F filings

Historical chart of BKD Wealth Advisors investment in iShares Russell Midcap Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell Midcap Index Fund 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 Russell Midcap Index Fund by BKD Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.9M 24k 81.08
2024-03-31 $2.1M 25k 84.09
2023-12-31 $2.2M 29k 77.73
2023-09-30 $2.2M 32k 69.25
2023-06-30 $2.4M 33k 73.03
2023-03-31 $2.3M 33k 69.92
2022-12-31 $2.4M 35k 67.45
2022-09-30 $2.1M 35k 62.17
2022-06-30 $2.2M 35k 64.67
2022-03-31 $2.5M 32k 78.03
2021-12-31 $2.7M 32k 83.00
2021-09-30 $2.5M 32k 78.23
2021-06-30 $2.4M 30k 79.23
2021-03-31 $2.2M 30k 73.95
2020-12-31 $2.0M 29k 68.56
2020-09-30 $1.8M 31k 57.37
2020-06-30 $1.9M 35k 53.60
2020-03-31 $1.5M 35k 43.16
2019-12-31 $2.2M 38k 59.62
2019-09-30 $2.1M 38k 55.95
2019-06-30 $3.2M 58k 55.87
2019-03-31 $4.7M 86k 53.94
2018-12-31 $5.0M 108k 46.48
2018-09-30 $9.2M 42k 220.50
2018-06-30 $8.8M 41k 212.14
2018-03-31 $8.5M 40k 210.68
2017-12-31 $8.4M 40k 208.13
2017-09-30 $8.2M 41k 197.14
2017-06-30 $7.8M 41k 192.11
2017-03-31 $7.8M 42k 187.18
2016-12-31 $7.4M 41k 178.86
2016-09-30 $6.4M 37k 174.33
2016-06-30 $5.7M 34k 168.19
2016-03-31 $4.9M 30k 162.91
2015-12-31 $3.5M 22k 160.16
2015-09-30 $2.9M 19k 155.55
2015-06-30 $2.7M 16k 170.35
2015-03-31 $2.4M 14k 173.12
2014-12-31 $2.4M 14k 164.85
2014-09-30 $1.2M 7.7k 158.00
2014-06-30 $929k 5.7k 162.38
2014-03-31 $931k 6.0k 155.22
2013-12-31 $2.2M 15k 149.52
2013-09-30 $1.2M 8.4k 139.10

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 Russell Midcap Index Fund

Bank of America Corporation
Jones Financial Companies, L.L
Wells Fargo & Company
Us Bancorp
Pnc Financial Services
Northern Trust
Morgan Stanley
Bank of New York Mellon
Jpmorgan Chase & Co
Tiaa Trust, National Association
Envestnet Asset Management
Envestnet Portfolio Solutions
Amg National Trust Bank
Branch Banking & Trust Company
Goldman Sachs Group

View all funds holding iShares Russell Midcap Index Fund