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iShares Dow Jones US Basic Mater. shares owned by BKD Wealth Advisors

Quarter-by-quarter ownership of iShares Dow Jones US Basic Mater. (IYM) shares owned by BKD Wealth Advisors from 13F filings

Historical chart of BKD Wealth Advisors investment in iShares Dow Jones US Basic Mater.

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Basic Mater. 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 Dow Jones US Basic Mater. by BKD Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $609k 4.3k 140.01
2024-03-31 $668k 4.5k 147.73
2023-12-31 $612k 4.4k 138.16
2023-09-30 $560k 4.4k 126.32
2023-06-30 $590k 4.4k 133.05
2023-03-31 $601k 4.5k 132.53
2022-12-31 $565k 4.5k 124.77
2022-09-30 $491k 4.5k 108.17
2022-06-30 $536k 4.5k 117.83
2022-03-31 $772k 5.2k 149.55
2021-12-31 $724k 5.2k 140.31
2021-09-30 $642k 5.2k 124.54
2021-06-30 $672k 5.2k 130.36
2021-03-31 $679k 5.4k 125.60
2020-12-31 $613k 5.4k 113.39
2020-09-30 $548k 5.5k 98.81
2020-06-30 $539k 6.0k 89.18
2020-03-31 $418k 6.0k 69.27
2019-12-31 $615k 6.3k 97.91
2019-09-30 $581k 6.3k 92.25
2019-06-30 $598k 6.3k 94.95
2019-03-31 $601k 6.6k 91.43
2018-12-31 $551k 6.6k 83.89
2018-09-30 $679k 6.9k 98.35
2018-06-30 $692k 7.0k 99.00
2018-03-31 $715k 7.0k 102.29
2017-12-31 $717k 7.0k 102.19
2017-09-30 $671k 7.0k 95.75
2017-06-30 $648k 7.2k 89.40
2017-03-31 $646k 7.2k 89.13
2016-12-31 $602k 7.2k 83.21
2016-09-30 $571k 7.2k 79.01
2016-06-30 $585k 7.7k 75.93
2016-03-31 $567k 7.7k 73.30
2015-12-31 $562k 8.0k 70.54
2015-09-30 $525k 8.1k 64.69
2015-06-30 $684k 8.5k 80.55
2015-03-31 $707k 8.6k 81.89
2014-12-31 $767k 9.4k 81.17
2014-09-30 $812k 9.4k 86.03
2014-06-30 $873k 9.9k 87.91
2014-03-31 $849k 10k 83.13
2013-12-31 $1.7M 21k 81.24
2013-09-30 $1.6M 21k 73.92
2013-06-30 $749k 11k 67.05
2013-03-31 $834k 12k 70.26
2012-12-31 $912k 13k 69.32
2012-09-30 $1.1M 17k 67.69
2012-06-30 $1.4M 22k 64.71
2012-03-31 $1.5M 22k 70.35
2011-12-31 $1.4M 22k 64.29
2011-09-30 $1.3M 23k 56.45
2011-06-30 $1.9M 24k 79.12
2011-03-31 $2.0M 24k 81.78

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 Dow Jones US Basic Mater.

Citigroup
Manufacturers Life Insurance Company
Green Harvest Asset Management
Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Commerce Bank N A
Royal Bank of Canada
Northwestern Mutual Wealth Management Company
LPL Financial
Bnp Paribas Arbitrage, Snc
Susquehanna International
Sachetta
Goldman Sachs Group
Bank of Nova Scotia

View all funds holding iShares Dow Jones US Basic Mater.