Baird Financial Group
IWD icon

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

Baird Financial Group’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.29B Buy
6,026,778
+178,139
+3% +$39M 2.01% 6
2025
Q4 		$1.23B Buy
5,848,639
+229,854
+4% +$47.5M 1.92% 8
2025
Q3 		$1.14B Buy
5,618,785
+343,503
+7% +$68.3M 1.84% 8
2025
Q2 		$1.02B Buy
5,275,282
+593,784
+13% +$110M 1.8% 8
2025
Q1 		$881M Buy
4,681,498
+81,955
+2% +$15.6M 1.7% 9
2024
Q4 		$852M Buy
4,599,543
+160,160
+4% +$30.7M 1.63% 9
2024
Q3 		$843M Buy
4,439,383
+691,759
+18% +$126M 1.64% 10
2024
Q2 		$654M Buy
3,747,624
+52,556
+1% +$9.19M 1.36% 11
2024
Q1 		$662M Buy
3,695,068
+21,426
+0.6% +$3.63M 1.39% 11
2023
Q4 		$607M Buy
3,673,642
+45,358
+1% +$7M 1.38% 10
2023
Q3 		$551M Buy
3,628,284
+22,006
+0.6% +$3.49M 1.5% 10
2023
Q2 		$569M Sell
3,606,278
-315,383
-8% -$48.2M 1.5% 10
2023
Q1 		$597M Buy
3,921,661
+428,435
+12% +$66.2M 1.47% 10
2022
Q4 		$530M Sell
3,493,226
-74,727
-2% -$11.2M 1.4% 10
2022
Q3 		$485M Sell
3,567,953
-43,689
-1% -$6.57M 1.43% 9
2022
Q2 		$524M Sell
3,611,642
-74,432
-2% -$11.6M 1.45% 10
2022
Q1 		$612M Buy
3,686,074
+39,462
+1% +$6.48M 1.51% 9
2021
Q4 		$612M Buy
3,646,612
+38,156
+1% +$6.25M 1.43% 10
2021
Q3 		$565M Buy
3,608,456
+44,233
+1% +$7.09M 1.44% 10
2021
Q2 		$565M Buy
3,564,223
+49,992
+1% +$7.91M 1.47% 9
2021
Q1 		$533M Buy
3,514,231
+50,373
+1% +$7.29M 1.49% 9
2020
Q4 		$474M Buy
3,463,858
+126,971
+4% +$16.3M 1.42% 10
2020
Q3 		$394M Buy
3,336,887
+148,404
+5% +$17.6M 1.35% 10
2020
Q2 		$359M Buy
3,188,483
+93,397
+3% +$10.3M 1.35% 11
2020
Q1 		$307M Sell
3,095,086
-30,851
-1% -$3.85M 1.4% 10
2019
Q4 		$427M Buy
3,125,937
+123,250
+4% +$16.2M 1.53% 8
2019
Q3 		$385M Buy
3,002,687
+44,044
+1% +$5.6M 1.52% 8
2019
Q2 		$376M Buy
2,958,643
+55,305
+2% +$6.92M 1.46% 10
2019
Q1 		$359M Sell
2,903,338
-253,926
-8% -$30.5M 2.1% 2
2018
Q4 		$351M Buy
3,157,264
+17,356
+0.6% +$2.08M 2.38% 1
2018
Q3 		$399M Buy
3,139,908
+77,106
+3% +$9.68M 2.5% 2
2018
Q2 		$372M Buy
3,062,802
+293,250
+11% +$35.7M 2.52% 1
2018
Q1 		$332M Buy
2,769,552
+97,037
+4% +$12.1M 2.34% 1
2017
Q4 		$332M Buy
2,672,515
+42,887
+2% +$5.2M 2.35% 1
2017
Q3 		$312M Buy
2,629,628
+3,846
+0.1% +$448K 2.35% 1
2017
Q2 		$306M Sell
2,625,782
-219,111
-8% -$25.2M 2.4% 1
2017
Q1 		$327M Buy
2,844,893
+144,317
+5% +$16.5M 2.64% 1
2016
Q4 		$303M Buy
2,700,576
+115,733
+4% +$12.5M 2.63% 1
2016
Q3 		$273M Buy
2,584,843
+76,375
+3% +$8.05M 2.45% 1
2016
Q2 		$259M Buy
2,508,468
+119,891
+5% +$12.1M 2.38% 1
2016
Q1 		$236M Sell
2,388,577
-312,076
-12% -$29.2M 2.26% 1
2015
Q4 		$264M Buy
2,700,653
+533,632
+25% +$53M 2.64% 1
2015
Q3 		$202M Buy
2,167,021
+103,110
+5% +$10.2M 2.15% 1
2015
Q2 		$213M Buy
+2,063,911
New +$216M 2.09% 1

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Baird Financial Group increased its iShares Russell 1000 Value ETF (IWD) stake by 3% in Q1 2026, buying an estimated $39M and bringing the position to 6,026,778 shares worth $1.29B. The position accounts for 2.01% of the portfolio, ranked #6.

Baird Financial Group first reported a position in IWD in Q2 2015 and has held it in 44 quarters since. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Baird Financial Group held 6,026,778 shares of iShares Russell 1000 Value ETF worth $1.29B as of Q1 2026.
  • Baird Financial Group bought 178,139 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $39M.
  • iShares Russell 1000 Value ETF made up 2.01% of Baird Financial Group's portfolio in Q1 2026, its #6 holding.
  • Baird Financial Group first reported a position in iShares Russell 1000 Value ETF in Q2 2015 and has held it in 44 quarters since.
  • 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

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