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ISHARES TR MSCI Small Cap msci small cap shares owned by BKD Wealth Advisors

Quarter-by-quarter ownership of ISHARES TR MSCI Small Cap msci small cap (SCZ) shares owned by BKD Wealth Advisors from 13F filings

Historical chart of BKD Wealth Advisors investment in ISHARES TR MSCI Small Cap msci small cap

Tip: Access up to 7 years of quarterly data

All positions including ISHARES TR MSCI Small Cap msci small cap 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 TR MSCI Small Cap msci small cap by BKD Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $76M 1.2M 63.33
2023-12-31 $77M 1.2M 61.90
2023-09-30 $86M 1.5M 56.47
2023-06-30 $94M 1.6M 58.98
2023-03-31 $95M 1.6M 59.51
2022-12-31 $90M 1.6M 56.48
2022-09-30 $79M 1.6M 48.78
2022-06-30 $88M 1.6M 54.59
2022-03-31 $104M 1.6M 66.34
2021-12-31 $112M 1.5M 73.09
2021-09-30 $111M 1.5M 74.41
2021-06-30 $107M 1.4M 74.16
2021-03-31 $102M 1.4M 71.84
2020-12-31 $92M 1.3M 68.35
2020-09-30 $75M 1.3M 58.99
2020-06-30 $64M 1.2M 53.62
2020-03-31 $35M 791k 44.83
2019-12-31 $3.8M 61k 62.28
2019-09-30 $3.1M 54k 57.22
2019-06-30 $3.1M 55k 57.40
2019-03-31 $3.3M 58k 57.44
2018-12-31 $3.4M 67k 51.83
2018-09-30 $4.7M 76k 62.29
2018-06-30 $5.0M 80k 62.74
2018-03-31 $5.8M 86k 66.88
2017-12-31 $8.9M 138k 64.50
2017-09-30 $9.2M 148k 62.00
2017-06-30 $8.8M 152k 57.84
2017-03-31 $8.5M 158k 54.14
2016-12-31 $8.2M 165k 49.84
2016-09-30 $9.0M 172k 52.41
2016-06-30 $11M 232k 48.26
2016-03-31 $21M 424k 49.80
2015-12-31 $26M 519k 49.95
2015-09-30 $31M 652k 47.77
2015-06-30 $39M 761k 51.02
2015-03-31 $40M 809k 49.47
2014-12-31 $38M 817k 45.93
2014-09-30 $39M 811k 47.55
2014-06-30 $42M 793k 52.90
2014-03-31 $37M 717k 52.18
2013-12-31 $71M 1.4M 50.98
2013-09-30 $32M 664k 48.51

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 TR MSCI Small Cap msci small cap

Natixis Asset Management Advisors
State of New Jersey Common Pension Fund D
Creative Planning
Tiaa Trust, National Association
Matson Money
Bank of New York Mellon
Goldman Sachs Group
Bank of America Corporation
Pnc Financial Services
Modera Wealth Management
Washington Trust Bank
BKD Wealth Advisors
Jane Street
UBS Group
HighTower Advisors

View all funds holding ISHARES TR MSCI Small Cap msci small cap