Baird Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $133M | Buy |
615,948
+37,074
| +6% | +$8M | 0.23% | 74 |
|
|
2025
Q1 | $115M | Sell |
578,874
-3,926
| -0.7% | -$783K | 0.22% | 86 |
|
|
2024
Q4 | $129M | Sell |
582,800
-307,083
| -35% | -$67.9M | 0.25% | 80 |
|
|
2024
Q3 | $197M | Sell |
889,883
-251,990
| -22% | -$55.7M | 0.38% | 57 |
|
|
2024
Q2 | $232M | Buy |
1,141,873
+27,448
| +2% | +$5.57M | 0.48% | 44 |
|
|
2024
Q1 | $234M | Buy |
1,114,425
+4,635
| +0.4% | +$975K | 0.49% | 43 |
|
|
2023
Q4 | $223M | Buy |
1,109,790
+68,342
| +7% | +$13.7M | 0.51% | 42 |
|
|
2023
Q3 | $184M | Buy |
1,041,448
+3,156
| +0.3% | +$558K | 0.5% | 40 |
|
|
2023
Q2 | $194M | Buy |
1,038,292
+15,556
| +2% | +$2.91M | 0.51% | 40 |
|
|
2023
Q1 | $182M | Buy |
1,022,736
+4,276
| +0.4% | +$763K | 0.45% | 49 |
|
|
2022
Q4 | $178M | Buy |
1,018,460
+7,530
| +0.7% | +$1.31M | 0.47% | 44 |
|
|
2022
Q3 | $167M | Buy |
1,010,930
+38,529
| +4% | +$6.35M | 0.49% | 44 |
|
|
2022
Q2 | $165M | Buy |
972,401
+16,559
| +2% | +$2.8M | 0.46% | 44 |
|
|
2022
Q1 | $196M | Buy |
955,842
+407
| +0% | +$83.5K | 0.48% | 42 |
|
|
2021
Q4 | $213M | Buy |
955,435
+56,265
| +6% | +$12.5M | 0.5% | 39 |
|
|
2021
Q3 | $197M | Buy |
899,170
+2,139
| +0.2% | +$468K | 0.5% | 39 |
|
|
2021
Q2 | $206M | Buy |
897,031
+9,879
| +1% | +$2.27M | 0.53% | 38 |
|
|
2021
Q1 | $196M | Sell |
887,152
-41,597
| -4% | -$9.19M | 0.55% | 38 |
|
|
2020
Q4 | $182M | Buy |
928,749
+18,132
| +2% | +$3.55M | 0.54% | 35 |
|
|
2020
Q3 | $136M | Sell |
910,617
-95,054
| -9% | -$14.2M | 0.47% | 43 |
|
|
2020
Q2 | $144M | Buy |
1,005,671
+152,163
| +18% | +$21.8M | 0.54% | 36 |
|
|
2020
Q1 | $97.7M | Buy |
853,508
+78
| +0% | +$8.93K | 0.45% | 45 |
|
|
2019
Q4 | $141M | Buy |
853,430
+31,944
| +4% | +$5.29M | 0.51% | 41 |
|
|
2019
Q3 | $124M | Buy |
821,486
+17,134
| +2% | +$2.59M | 0.49% | 44 |
|
|
2019
Q2 | $125M | Buy |
804,352
+119,528
| +17% | +$18.6M | 0.49% | 44 |
|
|
2019
Q1 | $105M | Sell |
684,824
-16,213
| -2% | -$2.48M | 0.61% | 23 |
|
|
2018
Q4 | $93.9M | Buy |
701,037
+63,152
| +10% | +$8.46M | 0.64% | 23 |
|
|
2018
Q3 | $106M | Buy |
637,885
+7,014
| +1% | +$1.17M | 0.66% | 21 |
|
|
2018
Q2 | $103M | Buy |
630,871
+10,351
| +2% | +$1.7M | 0.7% | 17 |
|
|
2018
Q1 | $94.2M | Buy |
620,520
+41,437
| +7% | +$6.29M | 0.66% | 19 |
|
|
2017
Q4 | $88.3M | Sell |
579,083
-19,731
| -3% | -$3.01M | 0.63% | 21 |
|
|
2017
Q3 | $88.7M | Buy |
598,814
+64,046
| +12% | +$9.49M | 0.67% | 21 |
|
|
2017
Q2 | $75.4M | Sell |
534,768
-11,395
| -2% | -$1.61M | 0.59% | 26 |
|
|
2017
Q1 | $75.1M | Sell |
546,163
-111,797
| -17% | -$15.4M | 0.61% | 25 |
|
|
2016
Q4 | $88.7M | Buy |
657,960
+171,186
| +35% | +$23.1M | 0.77% | 20 |
|
|
2016
Q3 | $60.5M | Buy |
486,774
+18,998
| +4% | +$2.36M | 0.54% | 34 |
|
|
2016
Q2 | $53.9M | Buy |
467,776
+57,366
| +14% | +$6.61M | 0.49% | 43 |
|
|
2016
Q1 | $45.4M | Sell |
410,410
-175,215
| -30% | -$19.4M | 0.43% | 50 |
|
|
2015
Q4 | $66M | Buy |
585,625
+210,963
| +56% | +$23.8M | 0.66% | 20 |
|
|
2015
Q3 | $40.9M | Sell |
374,662
-4,507
| -1% | -$492K | 0.44% | 63 |
|
|
2015
Q2 | $47.3M | Buy |
+379,169
| New | +$47.3M | 0.47% | 56 |
|