Baird Financial Group’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $660M | Buy |
881,643
+17,814
| +2% | +$13M | 0.91% | 26 |
|
|
2026
Q1 | $564M | Sell |
863,829
-79,895
| -8% | -$54.6M | 0.88% | 29 |
|
|
2025
Q4 | $646M | Buy |
943,724
+145,405
| +18% | +$98.7M | 1.01% | 23 |
|
|
2025
Q3 | $534M | Buy |
798,319
+9,350
| +1% | +$6.02M | 0.86% | 27 |
|
|
2025
Q2 | $490M | Sell |
788,969
-3,760
| -0.5% | -$2.16M | 0.86% | 26 |
|
|
2025
Q1 | $445M | Buy |
792,729
+27,824
| +4% | +$16.4M | 0.86% | 26 |
|
|
2024
Q4 | $450M | Buy |
764,905
+94,507
| +14% | +$55.9M | 0.86% | 26 |
|
|
2024
Q3 | $387M | Buy |
670,398
+53,415
| +9% | +$29.7M | 0.75% | 28 |
|
|
2024
Q2 | $338M | Sell |
616,983
-6,221
| -1% | -$3.27M | 0.7% | 31 |
|
|
2024
Q1 | $328M | Sell |
623,204
-57,836
| -8% | -$28.9M | 0.69% | 30 |
|
|
2023
Q4 | $325M | Buy |
681,040
+95,625
| +16% | +$42.8M | 0.74% | 22 |
|
|
2023
Q3 | $251M | Sell |
585,415
-54,018
| -8% | -$24.2M | 0.69% | 27 |
|
|
2023
Q2 | $285M | Buy |
639,433
+115,019
| +22% | +$48.5M | 0.75% | 22 |
|
|
2023
Q1 | $216M | Sell |
524,414
-71,518
| -12% | -$28.7M | 0.53% | 38 |
|
|
2022
Q4 | $229M | Buy |
595,932
+21,917
| +4% | +$8.46M | 0.6% | 33 |
|
|
2022
Q3 | $206M | Sell |
574,015
-1,705
| -0.3% | -$681K | 0.61% | 35 |
|
|
2022
Q2 | $218M | Buy |
575,720
+113,288
| +24% | +$46.6M | 0.61% | 32 |
|
|
2022
Q1 | $210M | Buy |
462,432
+18,309
| +4% | +$8.19M | 0.52% | 39 |
|
|
2021
Q4 | $212M | Buy |
444,123
+38,564
| +10% | +$17.8M | 0.5% | 40 |
|
|
2021
Q3 | $175M | Buy |
405,559
+1,171
| +0.3% | +$519K | 0.45% | 47 |
|
|
2021
Q2 | $174M | Buy |
404,388
+10,510
| +3% | +$4.4M | 0.45% | 47 |
|
|
2021
Q1 | $157M | Sell |
393,878
-40,852
| -9% | -$15.8M | 0.44% | 47 |
|
|
2020
Q4 | $163M | Buy |
434,730
+14,121
| +3% | +$5.03M | 0.49% | 41 |
|
|
2020
Q3 | $141M | Sell |
420,609
-17,204
| -4% | -$5.73M | 0.48% | 39 |
|
|
2020
Q2 | $136M | Sell |
437,813
-5,970
| -1% | -$1.75M | 0.51% | 38 |
|
|
2020
Q1 | $115M | Buy |
443,783
+56
| +0% | +$17.2K | 0.52% | 37 |
|
|
2019
Q4 | $143M | Sell |
443,727
-42,774
| -9% | -$13.2M | 0.51% | 40 |
|
|
2019
Q3 | $145M | Sell |
486,501
-38,558
| -7% | -$11.5M | 0.57% | 35 |
|
|
2019
Q2 | $155M | Buy |
525,059
+262,902
| +100% | +$76.2M | 0.6% | 33 |
|
|
2019
Q1 | $74.6M | Sell |
262,157
-15,045
| -5% | -$4.11M | 0.44% | 52 |
|
|
2018
Q4 | $69.7M | Buy |
277,202
+73,651
| +36% | +$20M | 0.47% | 42 |
|
|
2018
Q3 | $59.8M | Buy |
203,551
+4,105
| +2% | +$1.18M | 0.37% | 64 |
|
|
2018
Q2 | $54.5M | Buy |
199,446
+6,057
| +3% | +$1.65M | 0.37% | 63 |
|
|
2018
Q1 | $51.3M | Buy |
193,389
+9,833
| +5% | +$2.7M | 0.36% | 66 |
|
|
2017
Q4 | $49.3M | Buy |
183,556
+8,600
| +5% | +$2.25M | 0.35% | 77 |
|
|
2017
Q3 | $44.3M | Buy |
174,956
+13,164
| +8% | +$3.27M | 0.33% | 85 |
|
|
2017
Q2 | $39.4M | Buy |
161,792
+11,931
| +8% | +$2.88M | 0.31% | 99 |
|
|
2017
Q1 | $35.6M | Buy |
149,861
+1,317
| +0.9% | +$308K | 0.29% | 105 |
|
|
2016
Q4 | $33.4M | Buy |
148,544
+35,385
| +31% | +$7.78M | 0.29% | 99 |
|
|
2016
Q3 | $24.6M | Buy |
113,159
+1,301
| +1% | +$283K | 0.22% | 131 |
|
|
2016
Q2 | $23.6M | Sell |
111,858
-514
| -0.5% | -$107K | 0.22% | 137 |
|
|
2016
Q1 | $23.2M | Sell |
112,372
-6,967
| -6% | -$1.37M | 0.22% | 135 |
|
|
2015
Q4 | $24.4M | Buy |
119,339
+13,542
| +13% | +$2.8M | 0.24% | 117 |
|
|
2015
Q3 | $20.4M | Buy |
105,797
+6,729
| +7% | +$1.37M | 0.22% | 134 |
|
|
2015
Q2 | $20.5M | Buy |
+99,068
| New | +$21M | 0.2% | 143 |
|
Other funds holding IVV
CM
Baird Financial Group's IVV Position: Q2 2026 in Review
Baird Financial Group increased its iShares Core S&P 500 ETF (IVV) stake by 2.1% in Q2 2026, buying an estimated $13M and bringing the position to 881,643 shares worth $660M. The position accounts for 0.91% of the portfolio, ranked #26.
Baird Financial Group first reported a position in IVV in Q2 2015 and has held it in 45 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Baird Financial Group held 881,643 shares of iShares Core S&P 500 ETF worth $660M as of Q2 2026.
- Baird Financial Group bought 17,814 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $13M.
- iShares Core S&P 500 ETF made up 0.91% of Baird Financial Group's portfolio in Q2 2026, its #26 holding.
- Baird Financial Group first reported a position in iShares Core S&P 500 ETF in Q2 2015 and has held it in 45 quarters since.
- 4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.