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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
2024-03-31 $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 $802k 9.6k 83.95
2014-06-30 $860k 9.8k 87.57
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)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
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)
Ishares Tr Core Msci Total (IXUS)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard World Mega Cap Index (MGC)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for BKD Wealth Advisors

Top funds holding iShares Dow Jones US Basic Mater.

Bank of America Corporation
Wells Fargo & Company
UBS Group
Commerce Bank N A
Royal Bank of Canada
Commonwealth Equity Services
Sachetta
Bank of Nova Scotia
Citadel Advisors
Advisor Group Holdings
AE Wealth Management
GW & Wade
Goldman Sachs Group
First Citizens Financial Corp
Pathway Financial Advisors

View all funds holding iShares Dow Jones US Basic Mater.