iShares Dow Jones US Financial Svc. shares owned by BKD Wealth Advisors
Quarter-by-quarter ownership of iShares Dow Jones US Financial Svc. (IYG) shares owned by BKD Wealth Advisors
from 13F filings
Historical chart of BKD Wealth Advisors investment in iShares Dow Jones US Financial Svc.
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Quarterly reported holdings in iShares Dow Jones US Financial Svc. by BKD Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $401k | 6.2k | 65.21 |
| 2024-03-31 | $408k | 6.2k | 66.30 |
| 2023-12-31 | $394k | 2.2k | 179.21 |
| 2023-09-30 | $340k | 2.2k | 154.64 |
| 2023-06-30 | $348k | 2.2k | 157.99 |
| 2023-03-31 | $332k | 2.2k | 150.96 |
| 2022-12-31 | $347k | 2.2k | 157.52 |
| 2022-09-30 | $405k | 2.9k | 141.36 |
| 2022-06-30 | $433k | 2.9k | 148.29 |
| 2022-03-31 | $543k | 3.0k | 180.40 |
| 2021-12-31 | $588k | 3.0k | 193.17 |
| 2021-09-30 | $566k | 3.0k | 188.04 |
| 2021-06-30 | $558k | 3.0k | 185.38 |
| 2021-03-31 | $563k | 3.3k | 171.23 |
| 2020-12-31 | $493k | 3.3k | 149.94 |
| 2020-09-30 | $418k | 3.4k | 122.12 |
| 2020-06-30 | $409k | 3.4k | 119.49 |
| 2020-03-31 | $362k | 3.5k | 102.75 |
| 2019-12-31 | $555k | 3.7k | 151.93 |
| 2019-09-30 | $519k | 3.8k | 136.47 |
| 2019-06-30 | $509k | 3.8k | 133.84 |
| 2019-03-31 | $480k | 3.8k | 124.90 |
| 2018-12-31 | $431k | 3.8k | 112.15 |
| 2018-09-30 | $512k | 3.8k | 133.23 |
| 2018-06-30 | $523k | 4.0k | 129.62 |
| 2018-03-31 | $525k | 4.0k | 130.11 |
| 2017-12-31 | $569k | 4.4k | 130.50 |
| 2017-09-30 | $568k | 4.7k | 119.86 |
| 2017-06-30 | $537k | 4.7k | 113.32 |
| 2017-03-31 | $521k | 4.8k | 109.09 |
| 2016-12-31 | $507k | 4.8k | 106.16 |
| 2016-09-30 | $428k | 4.9k | 87.79 |
| 2016-06-30 | $393k | 4.9k | 80.62 |
| 2016-03-31 | $396k | 4.9k | 81.23 |
| 2015-12-31 | $472k | 5.2k | 89.99 |
| 2015-09-30 | $539k | 6.3k | 85.49 |
| 2015-06-30 | $616k | 6.6k | 93.97 |
| 2015-03-31 | $606k | 6.8k | 89.45 |
| 2014-12-31 | $601k | 6.9k | 87.35 |
| 2014-09-30 | $580k | 6.7k | 86.05 |
| 2014-06-30 | $585k | 6.9k | 84.42 |
| 2014-03-31 | $611k | 7.2k | 84.56 |
| 2013-12-31 | $1.3M | 15k | 83.83 |
| 2013-09-30 | $1.2M | 16k | 73.90 |
| 2013-06-30 | $611k | 8.5k | 71.50 |
| 2013-03-31 | $646k | 9.8k | 66.21 |
| 2012-12-31 | $605k | 10k | 59.30 |
| 2012-09-30 | $696k | 13k | 55.64 |
| 2012-06-30 | $955k | 18k | 51.93 |
| 2012-03-31 | $1.1M | 18k | 57.24 |
| 2011-12-31 | $607k | 13k | 45.24 |
| 2011-09-30 | $668k | 16k | 41.09 |
| 2011-06-30 | $895k | 16k | 54.56 |
| 2011-03-31 | $905k | 15k | 58.64 |
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