Baird Financial Group
IUSV icon

Baird Financial Group’s iShares Core S&P US Value ETF IUSV Stock Holding History

Baird Financial Group’s Portfolio IUSV Stock Details IUSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.7M Sell
115,577
-9,899
-8% -$1.07M 0.02% 539
2026
Q1 		$12.8M Sell
125,476
-168,135
-57% -$17.6M 0.02% 499
2025
Q4 		$30.1M Buy
293,611
+156,640
+114% +$15.9M 0.05% 270
2025
Q3 		$13.7M Sell
136,971
-14,869
-10% -$1.45M 0.02% 465
2025
Q2 		$14.4M Sell
151,840
-31,783
-17% -$2.87M 0.03% 436
2025
Q1 		$16.9M Sell
183,623
-64,616
-26% -$6.06M 0.03% 389
2024
Q4 		$23M Buy
248,239
+64,597
+35% +$6.21M 0.04% 317
2024
Q3 		$17.5M Buy
183,642
+21,787
+13% +$2M 0.03% 372
2024
Q2 		$14.3M Sell
161,855
-5,385
-3% -$475K 0.03% 401
2024
Q1 		$15.1M Sell
167,240
-158,940
-49% -$13.7M 0.03% 389
2023
Q4 		$27.5M Buy
326,180
+143,079
+78% +$11.1M 0.06% 264
2023
Q3 		$13.7M Sell
183,101
-1,240
-0.7% -$97.3K 0.04% 361
2023
Q2 		$14.4M Sell
184,341
-6,150
-3% -$459K 0.04% 367
2023
Q1 		$14.1M Sell
190,491
-22,210
-10% -$1.64M 0.03% 364
2022
Q4 		$15M Buy
212,701
+10,543
+5% +$733K 0.04% 346
2022
Q3 		$12.7M Sell
202,158
-10,541
-5% -$728K 0.04% 371
2022
Q2 		$14.2M Buy
212,699
+1,436
+0.7% +$103K 0.04% 369
2022
Q1 		$16M Sell
211,263
-7,267
-3% -$545K 0.04% 355
2021
Q4 		$16.7M Buy
218,530
+4,785
+2% +$355K 0.04% 356
2021
Q3 		$15.2M Sell
213,745
-1,806
-0.8% -$131K 0.04% 349
2021
Q2 		$15.5M Buy
215,551
+3,260
+2% +$234K 0.04% 345
2021
Q1 		$14.6M Buy
212,291
+2,713
+1% +$178K 0.04% 340
2020
Q4 		$13M Buy
209,578
+26,645
+15% +$1.56M 0.04% 348
2020
Q3 		$9.93M Buy
182,933
+8,908
+5% +$487K 0.03% 364
2020
Q2 		$9.09M Buy
174,025
+26,613
+18% +$1.36M 0.03% 362
2020
Q1 		$6.81M Buy
147,412
+87,845
+147% +$5.05M 0.03% 385
2019
Q4 		$3.75M Buy
59,567
+40,093
+206% +$2.42M 0.01% 598
2019
Q3 		$1.13M Buy
19,474
+15,367
+374% +$874K ﹤0.01% 943
2019
Q2 		$233K Sell
4,107
-31
-0.7% -$1.73K ﹤0.01% 1422
2019
Q1 		$227K Sell
4,138
-37,229
-90% -$1.99M ﹤0.01% 1219
2018
Q4 		$2.03M Buy
+41,367
New +$2.2M 0.01% 622

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

Baird Financial Group reduced its iShares Core S&P US Value ETF (IUSV) stake by 7.9% in Q2 2026, selling an estimated $1.07M and leaving 115,577 shares worth $12.7M. The position accounts for 0.02% of the portfolio, ranked #539.

Baird Financial Group first reported a position in IUSV in Q4 2018 and has held it in 31 quarters since. The position peaked at $30.1M in Q4 2025. 809 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Baird Financial Group held 115,577 shares of iShares Core S&P US Value ETF worth $12.7M as of Q2 2026.
  • Baird Financial Group sold 9,899 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $1.07M.
  • iShares Core S&P US Value ETF made up 0.02% of Baird Financial Group's portfolio in Q2 2026, its #539 holding.
  • Baird Financial Group first reported a position in iShares Core S&P US Value ETF in Q4 2018 and has held it in 31 quarters since.
  • Baird Financial Group's iShares Core S&P US Value ETF position peaked at $30.1M in Q4 2025.
  • 809 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

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