iShares Russell Midcap Value Index shares owned by BKD Wealth Advisors
Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by BKD Wealth Advisors
from 13F filings
Historical chart of BKD Wealth Advisors investment in iShares Russell Midcap Value Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell Midcap Value Index held by BKD Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv

Quarterly reported holdings in iShares Russell Midcap Value Index by BKD Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $262k | 2.2k | 120.72 |
2024-03-31 | $407k | 3.2k | 125.32 |
2023-12-31 | $480k | 4.1k | 116.29 |
2023-09-30 | $308k | 3.0k | 104.34 |
2023-06-30 | $329k | 3.0k | 109.87 |
2023-03-31 | $325k | 3.1k | 106.23 |
2022-12-31 | $322k | 3.1k | 105.37 |
2022-09-30 | $272k | 2.8k | 95.81 |
2022-06-30 | $291k | 2.9k | 101.54 |
2022-03-31 | $234k | 2.0k | 119.63 |
2021-12-31 | $239k | 2.0k | 122.19 |
2021-03-31 | $398k | 3.6k | 109.34 |
2020-12-31 | $353k | 3.6k | 96.98 |
2020-09-30 | $302k | 3.7k | 80.75 |
2020-06-30 | $284k | 3.7k | 76.47 |
2020-03-31 | $238k | 3.7k | 64.08 |
2019-12-31 | $359k | 3.8k | 94.82 |
2019-09-30 | $338k | 3.8k | 89.80 |
2019-06-30 | $335k | 3.8k | 89.00 |
2019-03-31 | $353k | 4.1k | 86.97 |
Top funds holding iShares Russell Midcap Value Index
View all funds holding iShares Russell Midcap Value Index