iShares Russell 3000 Index shares owned by BKD Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by BKD Wealth Advisors
from 13F filings
Historical chart of BKD Wealth Advisors investment in iShares Russell 3000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 3000 Index held by BKD Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 3000 Index by BKD Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $17M | 56k | 308.67 |
| 2024-03-31 | $17M | 56k | 300.08 |
| 2023-12-31 | $15M | 56k | 273.74 |
| 2023-09-30 | $14M | 57k | 245.06 |
| 2023-06-30 | $15M | 57k | 254.48 |
| 2023-03-31 | $14M | 59k | 235.41 |
| 2022-12-31 | $13M | 60k | 220.68 |
| 2022-09-30 | $12M | 60k | 207.04 |
| 2022-06-30 | $13M | 59k | 217.38 |
| 2022-03-31 | $8.6M | 33k | 262.36 |
| 2021-12-31 | $9.0M | 32k | 277.50 |
| 2021-09-30 | $8.2M | 32k | 254.85 |
| 2021-06-30 | $8.3M | 32k | 255.90 |
| 2021-03-31 | $7.7M | 32k | 237.22 |
| 2020-12-31 | $7.4M | 33k | 223.55 |
| 2020-09-30 | $6.1M | 31k | 195.72 |
| 2020-06-30 | $5.7M | 32k | 180.06 |
| 2020-03-31 | $4.8M | 32k | 148.32 |
| 2019-12-31 | $6.1M | 32k | 188.48 |
| 2019-09-30 | $5.8M | 33k | 173.78 |
| 2019-06-30 | $5.9M | 34k | 172.36 |
| 2019-03-31 | $6.6M | 40k | 166.70 |
| 2018-12-31 | $5.8M | 39k | 146.92 |
| 2018-09-30 | $6.8M | 39k | 172.31 |
| 2018-06-30 | $6.5M | 40k | 162.29 |
| 2018-03-31 | $6.4M | 40k | 160.49 |
| 2017-12-31 | $6.3M | 40k | 158.18 |
| 2017-09-30 | $6.1M | 41k | 149.27 |
| 2017-06-30 | $6.2M | 43k | 144.02 |
| 2017-03-31 | $6.2M | 44k | 139.90 |
| 2016-12-31 | $6.0M | 45k | 132.97 |
| 2016-09-30 | $5.8M | 45k | 128.18 |
| 2016-06-30 | $5.6M | 46k | 124.03 |
| 2016-03-31 | $5.6M | 46k | 120.86 |
| 2015-12-31 | $5.6M | 46k | 120.30 |
| 2015-09-30 | $5.3M | 47k | 113.90 |
| 2015-06-30 | $5.8M | 47k | 123.99 |
| 2015-03-31 | $5.8M | 47k | 123.86 |
| 2014-12-31 | $6.5M | 54k | 120.58 |
| 2014-09-30 | $6.3M | 54k | 116.55 |
| 2014-06-30 | $6.5M | 55k | 117.84 |
| 2014-03-31 | $6.3M | 56k | 112.23 |
| 2013-12-31 | $13M | 113k | 110.63 |
| 2013-09-30 | $5.8M | 58k | 101.13 |