Baird Financial Group
ITOT icon

Baird Financial Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Baird Financial Group’s Portfolio ITOT Stock Details ITOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$23.4M Sell
164,374
-13,311
-7% -$1.98M 0.04% 330
2025
Q4 		$26.4M Buy
177,685
+25,790
+17% +$3.81M 0.04% 301
2025
Q3 		$22.1M Buy
151,895
+2,609
+2% +$366K 0.04% 353
2025
Q2 		$20.2M Sell
149,286
-8,995
-6% -$1.12M 0.04% 361
2025
Q1 		$19.3M Buy
158,281
+9,818
+7% +$1.27M 0.04% 361
2024
Q4 		$19.1M Buy
148,463
+8,883
+6% +$1.15M 0.04% 360
2024
Q3 		$17.5M Buy
139,580
+4,406
+3% +$533K 0.03% 373
2024
Q2 		$16.1M Buy
135,174
+1,214
+0.9% +$139K 0.03% 375
2024
Q1 		$15.4M Buy
133,960
+3,442
+3% +$377K 0.03% 384
2023
Q4 		$13.7M Buy
130,518
+10,831
+9% +$1.06M 0.03% 398
2023
Q3 		$11.3M Buy
119,687
+6,083
+5% +$598K 0.03% 402
2023
Q2 		$11.1M Buy
113,604
+1,290
+1% +$119K 0.03% 418
2023
Q1 		$10.2M Buy
112,314
+4,950
+5% +$439K 0.03% 423
2022
Q4 		$9.1M Buy
107,364
+4,837
+5% +$413K 0.02% 454
2022
Q3 		$8.15M Buy
102,527
+880
+0.9% +$77.8K 0.02% 456
2022
Q2 		$8.52M Sell
101,647
-2,128
-2% -$194K 0.02% 462
2022
Q1 		$10.5M Buy
103,775
+5,659
+6% +$564K 0.03% 435
2021
Q4 		$10.5M Buy
98,116
+1,369
+1% +$143K 0.02% 427
2021
Q3 		$9.52M Buy
96,747
+7,409
+8% +$749K 0.02% 439
2021
Q2 		$8.82M Buy
89,338
+4,197
+5% +$404K 0.02% 447
2021
Q1 		$7.8M Sell
85,141
-8,115
-9% -$728K 0.02% 457
2020
Q4 		$8.04M Buy
93,256
+2,561
+3% +$207K 0.02% 429
2020
Q3 		$6.85M Sell
90,695
-2,466
-3% -$184K 0.02% 431
2020
Q2 		$6.47M Buy
93,161
+26,098
+39% +$1.71M 0.02% 422
2020
Q1 		$3.84M Buy
67,063
+41,102
+158% +$2.82M 0.02% 505
2019
Q4 		$1.89M Sell
25,961
-11,200
-30% -$779K 0.01% 791
2019
Q3 		$2.49M Sell
37,161
-3,387
-8% -$227K 0.01% 709
2019
Q2 		$2.7M Buy
40,548
+3,978
+11% +$261K 0.01% 702
2019
Q1 		$2.35M Sell
36,570
-2,500
-6% -$155K 0.01% 616
2018
Q4 		$2.22M Buy
39,070
+5,529
+16% +$340K 0.02% 598
2018
Q3 		$2.24M Buy
33,541
+2,793
+9% +$183K 0.01% 632
2018
Q2 		$1.92M Sell
30,748
-3,145
-9% -$195K 0.01% 665
2018
Q1 		$2.05M Buy
33,893
+29,796
+727% +$1.86M 0.01% 632
2017
Q4 		$251K Buy
4,097
+211
+5% +$12.6K ﹤0.01% 1167
2017
Q3 		$224K Sell
3,886
-799
-17% -$45.1K ﹤0.01% 1160
2017
Q2 		$260K Sell
4,685
-22
-0.5% -$1.21K ﹤0.01% 1116
2017
Q1 		$254K Sell
4,707
-8,682
-65% -$463K ﹤0.01% 1116
2016
Q4 		$687K Buy
13,389
+9,018
+206% +$451K 0.01% 853
2016
Q3 		$217K Sell
4,371
-255
-6% -$12.6K ﹤0.01% 1126
2016
Q2 		$228K Sell
4,626
-8
-0.2% -$377 ﹤0.01% 1110
2016
Q1 		$216K Buy
4,634
+8
+0.2% +$353 ﹤0.01% 1136
2015
Q4 		$215K Buy
+4,626
New +$217K ﹤0.01% 1144
2015
Q3 		– Sell
-4,376
Closed -$207K – 1285
2015
Q2 		$207K Buy
+4,376
New +$211K ﹤0.01% 1215

Other funds holding ITOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Baird Financial Group's ITOT Position: Q1 2026 in Review

Baird Financial Group reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 7.5% in Q1 2026, selling an estimated $1.98M and leaving 164,374 shares worth $23.4M. The position accounts for 0.04% of the portfolio, ranked #330.

Baird Financial Group first reported a position in ITOT in Q2 2015 and has held it in 43 quarters since. The position peaked at $26.4M in Q4 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Baird Financial Group held 164,374 shares of iShares Core S&P Total US Stock Market ETF worth $23.4M as of Q1 2026.
  • Baird Financial Group sold 13,311 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $1.98M.
  • iShares Core S&P Total US Stock Market ETF made up 0.04% of Baird Financial Group's portfolio in Q1 2026, its #330 holding.
  • Baird Financial Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2015 and has held it in 43 quarters since.
  • Baird Financial Group's iShares Core S&P Total US Stock Market ETF position peaked at $26.4M in Q4 2025.
  • 1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.