Baird Financial Group’s iShares Russell 1000 ETF IWB Stock Holding History

Baird Financial Group’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$93.1M	Sell	227,369 -1,832	-0.8%	-$726K	0.13%	117
2026 Q1	$81.7M	Sell	229,201 -3,029	-1%	-$1.13M	0.13%	122
2025 Q4	$86.7M	Sell	232,230 -2,202	-0.9%	-$816K	0.14%	113
2025 Q3	$85.7M	Sell	234,432 -1,812	-0.8%	-$638K	0.14%	119
2025 Q2	$80.2M	Sell	236,244 -970	-0.4%	-$304K	0.14%	120
2025 Q1	$72.8M	Sell	237,214 -1,721	-0.7%	-$556K	0.14%	128
2024 Q4	$77M	Sell	238,935 -1,803	-0.7%	-$584K	0.15%	120
2024 Q3	$75.7M	Sell	240,738 -709	-0.3%	-$215K	0.15%	134
2024 Q2	$71.8M	Sell	241,447 -741	-0.3%	-$213K	0.15%	141
2024 Q1	$69.8M	Sell	242,188 -5,489	-2%	-$1.5M	0.15%	155
2023 Q4	$65M	Sell	247,677 -610	-0.2%	-$149K	0.15%	164
2023 Q3	$58.3M	Sell	248,287 -7,222	-3%	-$1.77M	0.16%	151
2023 Q2	$62.3M	Sell	255,509 -3,578	-1%	-$824K	0.16%	147
2023 Q1	$58.4M	Sell	259,087 -6,432	-2%	-$1.42M	0.14%	164
2022 Q4	$55.9M	Buy	265,519 +1,662	+0.6%	+$352K	0.15%	165
2022 Q3	$52.1M	Buy	263,857 +3,221	+1%	+$706K	0.15%	160
2022 Q2	$54.1M	Buy	260,636 +6,144	+2%	+$1.39M	0.15%	163
2022 Q1	$63.6M	Sell	254,492 -3,421	-1%	-$845K	0.16%	150
2021 Q4	$68.2M	Sell	257,913 -8,118	-3%	-$2.09M	0.16%	149
2021 Q3	$64.3M	Sell	266,031 -9,557	-3%	-$2.38M	0.16%	156
2021 Q2	$66.7M	Sell	275,588 -5,902	-2%	-$1.39M	0.17%	148
2021 Q1	$63M	Sell	281,490 -12,645	-4%	-$2.77M	0.18%	145
2020 Q4	$62.3M	Buy	294,135 +694	+0.2%	+$139K	0.19%	151
2020 Q3	$54.9M	Sell	293,441 -3,766	-1%	-$696K	0.19%	145
2020 Q2	$51M	Sell	297,207 -1,826	-0.6%	-$295K	0.19%	139
2020 Q1	$42.3M	Sell	299,033 -16,927	-5%	-$2.86M	0.19%	132
2019 Q4	$56.4M	Buy	315,960 +24,614	+8%	+$4.2M	0.2%	124
2019 Q3	$47.9M	Sell	291,346 -3,537	-1%	-$580K	0.19%	140
2019 Q2	$48M	Buy	294,883 +2,175	+0.7%	+$348K	0.19%	140
2019 Q1	$46M	Sell	292,708 -9,293	-3%	-$1.4M	0.27%	113
2018 Q4	$41.9M	Buy	302,001 +44,830	+17%	+$6.71M	0.28%	97
2018 Q3	$41.7M	Sell	257,171 -4,780	-2%	-$759K	0.26%	115
2018 Q2	$39.8M	Buy	261,951 +3,679	+1%	+$554K	0.27%	108
2018 Q1	$37.9M	Buy	258,272 +1,679	+0.7%	+$255K	0.27%	114
2017 Q4	$38.1M	Buy	256,593 +2,591	+1%	+$375K	0.27%	114
2017 Q3	$35.5M	Buy	254,002 +4,829	+2%	+$663K	0.27%	117
2017 Q2	$33.7M	Sell	249,173 -3,066	-1%	-$409K	0.26%	119
2017 Q1	$33.1M	Buy	252,239 +4,927	+2%	+$638K	0.27%	115
2016 Q4	$30.8M	Buy	247,312 +12,559	+5%	+$1.53M	0.27%	115
2016 Q3	$28.3M	Buy	234,753 +2,580	+1%	+$310K	0.25%	114
2016 Q2	$27.3M	Sell	232,173 -4,678	-2%	-$539K	0.25%	119
2016 Q1	$27M	Sell	236,851 -8,467	-3%	-$915K	0.26%	115
2015 Q4	$27.8M	Sell	245,318 -1,618	-0.7%	-$185K	0.28%	103
2015 Q3	$26.4M	Buy	246,936 +15,306	+7%	+$1.74M	0.28%	104
2015 Q2	$26.9M	Buy	+231,630	New	+$27.3M	0.26%	115

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Baird Financial Group reduced its iShares Russell 1000 ETF (IWB) stake by 0.8% in Q2 2026, selling an estimated $726K and leaving 227,369 shares worth $93.1M. The position accounts for 0.13% of the portfolio, ranked #117.

Baird Financial Group first reported a position in IWB in Q2 2015 and has held it in 45 quarters since. 1,542 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Baird Financial Group held 227,369 shares of iShares Russell 1000 ETF worth $93.1M as of Q2 2026.
Baird Financial Group sold 1,832 iShares Russell 1000 ETF shares in Q2 2026, an estimated $726K.
iShares Russell 1000 ETF made up 0.13% of Baird Financial Group's portfolio in Q2 2026, its #117 holding.
Baird Financial Group first reported a position in iShares Russell 1000 ETF in Q2 2015 and has held it in 45 quarters since.
1,542 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

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