Baird Financial Group
IWC icon

Baird Financial Group’s iShares Micro-Cap ETF IWC Stock Holding History

Baird Financial Group’s Portfolio IWC Stock Details IWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-2,153
Closed -$255K – 1702
2020
Q4 		$255K Buy
+2,153
New +$228K ﹤0.01% 1421
2019
Q1 		– Sell
-4,528
Closed -$373K – 1305
2018
Q4 		$373K Buy
4,528
+1,238
+38% +$115K ﹤0.01% 1056
2018
Q3 		$343K Buy
3,290
+654
+25% +$70.1K ﹤0.01% 1140
2018
Q2 		$278K Sell
2,636
-94
-3% -$9.6K ﹤0.01% 1155
2018
Q1 		$262K Buy
2,730
+147
+6% +$14.3K ﹤0.01% 1153
2017
Q4 		$247K Sell
2,583
-960
-27% -$91K ﹤0.01% 1173
2017
Q3 		$335K Buy
3,543
+665
+23% +$58.7K ﹤0.01% 1084
2017
Q2 		$256K Hold
2,878
– – ﹤0.01% 1122
2017
Q1 		$247K Hold
2,878
– – ﹤0.01% 1120
2016
Q4 		$247K Hold
2,878
– – ﹤0.01% 1088
2016
Q3 		$225K Sell
2,878
-2,170
-43% -$163K ﹤0.01% 1116
2016
Q2 		$360K Buy
5,048
+655
+15% +$45.7K ﹤0.01% 1006
2016
Q1 		$298K Sell
4,393
-471
-10% -$30.4K ﹤0.01% 1054
2015
Q4 		$351K Buy
4,864
+8
+0.2% +$590 ﹤0.01% 1021
2015
Q3 		$339K Buy
4,856
+52
+1% +$3.96K ﹤0.01% 1021
2015
Q2 		$392K Buy
+4,804
New +$386K ﹤0.01% 1052

Other funds holding IWC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Baird Financial Group's IWC Position: Q1 2021 in Review

Baird Financial Group sold out of iShares Micro-Cap ETF (IWC) in Q1 2021, closing a stake of 2,153 shares — an estimated $255K sold.

Baird Financial Group first reported a position in IWC in Q2 2015 and held it in 16 quarters. The position peaked at $392K in Q2 2015. 209 funds tracked by Wall St. Rank hold IWC as of Q1 2021.

  • Baird Financial Group reported no remaining iShares Micro-Cap ETF position as of Q1 2021 after selling out during the quarter.
  • Baird Financial Group sold 2,153 iShares Micro-Cap ETF shares in Q1 2021, an estimated $255K.
  • Baird Financial Group first reported a position in iShares Micro-Cap ETF in Q2 2015 and held it in 16 quarters.
  • Baird Financial Group's iShares Micro-Cap ETF position peaked at $392K in Q2 2015.
  • 209 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2021.

Based on Baird Financial Group's 13F filing for Q1 2021, filed 13 May 2021.