Baird Financial Group
IGM icon

Baird Financial Group’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Baird Financial Group’s Portfolio IGM Stock Details IGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.95M Sell
11,949
-1,492
-11% -$223K ﹤0.01% 1111
2026
Q1 		$1.59M Buy
13,441
+989
+8% +$124K ﹤0.01% 1130
2025
Q4 		$1.61M Buy
12,452
+3,456
+38% +$448K ﹤0.01% 1106
2025
Q3 		$1.13M Sell
8,996
-788
-8% -$92.9K ﹤0.01% 1218
2025
Q2 		$1.1M Sell
9,784
-556
-5% -$54.6K ﹤0.01% 1188
2025
Q1 		$938K Buy
10,340
+406
+4% +$41K ﹤0.01% 1202
2024
Q4 		$1.01M Sell
9,934
-70
-0.7% -$7.04K ﹤0.01% 1176
2024
Q3 		$960K Sell
10,004
-25
-0.2% -$2.31K ﹤0.01% 1186
2024
Q2 		$946K Sell
10,029
-141
-1% -$12.3K ﹤0.01% 1186
2024
Q1 		$876K Buy
10,170
+48
+0.5% +$3.91K ﹤0.01% 1193
2023
Q4 		$756K Sell
10,122
-1,380
-12% -$94.4K ﹤0.01% 1218
2023
Q3 		$733K Sell
11,502
-642
-5% -$42.3K ﹤0.01% 1202
2023
Q2 		$795K Sell
12,144
-3,054
-20% -$182K ﹤0.01% 1190
2023
Q1 		$859K Sell
15,198
-12
-0.1% -$626 ﹤0.01% 1141
2022
Q4 		$710K Sell
15,210
-2,160
-12% -$104K ﹤0.01% 1165
2022
Q3 		$800K Sell
17,370
-786
-4% -$41.4K ﹤0.01% 1117
2022
Q2 		$891K Sell
18,156
-5,142
-22% -$282K ﹤0.01% 1123
2022
Q1 		$1.51M Sell
23,298
-8,094
-26% -$521K ﹤0.01% 994
2021
Q4 		$2.3M Sell
31,392
-2,706
-8% -$194K 0.01% 879
2021
Q3 		$2.29M Buy
34,098
+16,386
+93% +$1.14M 0.01% 895
2021
Q2 		$1.19M Buy
17,712
+504
+3% +$32.1K ﹤0.01% 1120
2021
Q1 		$1.03M Buy
17,208
+3,876
+29% +$232K ﹤0.01% 1118
2020
Q4 		$777K Sell
13,332
-606
-4% -$33.2K ﹤0.01% 1096
2020
Q3 		$718K Sell
13,938
-1,296
-9% -$65.4K ﹤0.01% 1046
2020
Q2 		$709K Buy
15,234
+300
+2% +$12.6K ﹤0.01% 1051
2020
Q1 		$527K Sell
14,934
-6,462
-30% -$259K ﹤0.01% 1047
2019
Q4 		$864K Sell
21,396
-1,782
-8% -$67.9K ﹤0.01% 1004
2019
Q3 		$838K Sell
23,178
-2,484
-10% -$90.8K ﹤0.01% 1020
2019
Q2 		$922K Buy
25,662
+13,512
+111% +$478K ﹤0.01% 1016
2019
Q1 		$418K Sell
12,150
-6
-0% -$193 ﹤0.01% 1070
2018
Q4 		$348K Sell
12,156
-57,582
-83% -$1.78M ﹤0.01% 1071
2018
Q3 		$2.44M Sell
69,738
-60,486
-46% -$2.05M 0.02% 613
2018
Q2 		$4.19M Buy
130,224
+109,752
+536% +$3.46M 0.03% 476
2018
Q1 		$612K Sell
20,472
-2,502
-11% -$76K ﹤0.01% 958
2017
Q4 		$646K Buy
22,974
+2,262
+11% +$62.5K ﹤0.01% 937
2017
Q3 		$536K Buy
20,712
+11,634
+128% +$294K ﹤0.01% 967
2017
Q2 		$219K Hold
9,078
– – ﹤0.01% 1153
2017
Q1 		$209K Sell
9,078
-3,300
-27% -$73.3K ﹤0.01% 1155
2016
Q4 		$255K Sell
12,378
-1,962
-14% -$40.4K ﹤0.01% 1082
2016
Q3 		$295K Sell
14,340
-180
-1% -$3.56K ﹤0.01% 1055
2016
Q2 		$271K Hold
14,520
– – ﹤0.01% 1064
2016
Q1 		$268K Buy
14,520
+2,850
+24% +$49.1K ﹤0.01% 1081
2015
Q4 		$215K Buy
+11,670
New +$215K ﹤0.01% 1143

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Baird Financial Group's IGM Position: Q2 2026 in Review

Baird Financial Group reduced its iShares Expanded Tech Sector ETF (IGM) stake by 11% in Q2 2026, selling an estimated $223K and leaving 11,949 shares worth $1.95M. The position accounts for ﹤0.01% of the portfolio, ranked #1111.

Baird Financial Group first reported a position in IGM in Q4 2015 and has held it in 43 quarters since. The position peaked at $4.19M in Q2 2018. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • Baird Financial Group held 11,949 shares of iShares Expanded Tech Sector ETF worth $1.95M as of Q2 2026.
  • Baird Financial Group sold 1,492 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $223K.
  • iShares Expanded Tech Sector ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1111 holding.
  • Baird Financial Group first reported a position in iShares Expanded Tech Sector ETF in Q4 2015 and has held it in 43 quarters since.
  • Baird Financial Group's iShares Expanded Tech Sector ETF position peaked at $4.19M in Q2 2018.
  • 560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.