Baird Financial Group
IWN icon

Baird Financial Group’s iShares Russell 2000 Value ETF IWN Stock Holding History

Baird Financial Group’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20.1M Sell
90,894
-691
-0.8% -$145K 0.03% 395
2026
Q1 		$17.4M Buy
91,585
+2,012
+2% +$389K 0.03% 404
2025
Q4 		$16.2M Buy
89,573
+287
+0.3% +$51.6K 0.03% 427
2025
Q3 		$15.8M Buy
89,286
+1,526
+2% +$258K 0.03% 430
2025
Q2 		$13.8M Buy
87,760
+1,936
+2% +$288K 0.02% 449
2025
Q1 		$13M Sell
85,824
-9,875
-10% -$1.6M 0.02% 457
2024
Q4 		$15.7M Sell
95,699
-1,553
-2% -$265K 0.03% 397
2024
Q3 		$16.2M Buy
97,252
+745
+0.8% +$121K 0.03% 396
2024
Q2 		$14.7M Sell
96,507
-3,826
-4% -$585K 0.03% 393
2024
Q1 		$15.9M Sell
100,333
-26,831
-21% -$4.06M 0.03% 374
2023
Q4 		$19.8M Sell
127,164
-4,970
-4% -$688K 0.05% 319
2023
Q3 		$17.9M Buy
132,134
+2,525
+2% +$362K 0.05% 306
2023
Q2 		$18.2M Buy
129,609
+630
+0.5% +$85.2K 0.05% 318
2023
Q1 		$17.7M Buy
128,979
+25,980
+25% +$3.77M 0.04% 323
2022
Q4 		$14.3M Buy
102,999
+3,652
+4% +$516K 0.04% 360
2022
Q3 		$12.8M Buy
99,347
+8,662
+10% +$1.25M 0.04% 368
2022
Q2 		$12.3M Sell
90,685
-12,586
-12% -$1.87M 0.03% 392
2022
Q1 		$16.7M Buy
103,271
+9,771
+10% +$1.56M 0.04% 346
2021
Q4 		$15.5M Buy
93,500
+6,189
+7% +$1.03M 0.04% 369
2021
Q3 		$14M Buy
87,311
+551
+0.6% +$88.5K 0.04% 363
2021
Q2 		$14.4M Buy
86,760
+4,012
+5% +$662K 0.04% 358
2021
Q1 		$13.2M Sell
82,748
-578
-0.7% -$87.4K 0.04% 359
2020
Q4 		$11M Buy
83,326
+10,844
+15% +$1.28M 0.03% 371
2020
Q3 		$7.2M Sell
72,482
-8,587
-11% -$872K 0.02% 419
2020
Q2 		$7.9M Buy
81,069
+6,806
+9% +$619K 0.03% 381
2020
Q1 		$6.09M Sell
74,263
-10,265
-12% -$1.15M 0.03% 409
2019
Q4 		$10.9M Sell
84,528
-861
-1% -$106K 0.04% 359
2019
Q3 		$10.2M Buy
85,389
+3,886
+5% +$459K 0.04% 352
2019
Q2 		$9.82M Buy
81,503
+12,153
+18% +$1.47M 0.04% 361
2019
Q1 		$8.31M Buy
69,350
+7,001
+11% +$836K 0.05% 344
2018
Q4 		$6.71M Sell
62,349
-145,963
-70% -$17.6M 0.05% 369
2018
Q3 		$27.4M Buy
208,312
+9,892
+5% +$1.33M 0.17% 159
2018
Q2 		$26.2M Buy
198,420
+18,831
+10% +$2.43M 0.18% 162
2018
Q1 		$21.9M Buy
179,589
+6,945
+4% +$870K 0.15% 179
2017
Q4 		$21.7M Buy
172,644
+17,759
+11% +$2.22M 0.15% 172
2017
Q3 		$19.2M Buy
154,885
+8,527
+6% +$1.01M 0.15% 178
2017
Q2 		$17.4M Buy
146,358
+10,854
+8% +$1.28M 0.14% 192
2017
Q1 		$16M Buy
135,504
+7,507
+6% +$891K 0.13% 193
2016
Q4 		$15.2M Buy
127,997
+18,482
+17% +$2.04M 0.13% 180
2016
Q3 		$11.5M Buy
109,515
+79,012
+259% +$8.1M 0.1% 201
2016
Q2 		$2.98M Sell
30,503
-4,805
-14% -$458K 0.03% 462
2016
Q1 		$3.29M Sell
35,308
-1,649
-4% -$143K 0.03% 441
2015
Q4 		$3.4M Buy
36,957
+4,772
+15% +$453K 0.03% 418
2015
Q3 		$2.9M Sell
32,185
-29,780
-48% -$2.86M 0.03% 443
2015
Q2 		$6.31M Buy
+61,965
New +$6.38M 0.06% 289

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

Baird Financial Group reduced its iShares Russell 2000 Value ETF (IWN) stake by 0.75% in Q2 2026, selling an estimated $145K and leaving 90,894 shares worth $20.1M. The position accounts for 0.03% of the portfolio, ranked #395.

Baird Financial Group first reported a position in IWN in Q2 2015 and has held it in 45 quarters since. The position peaked at $27.4M in Q3 2018. 1,075 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Baird Financial Group held 90,894 shares of iShares Russell 2000 Value ETF worth $20.1M as of Q2 2026.
  • Baird Financial Group sold 691 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $145K.
  • iShares Russell 2000 Value ETF made up 0.03% of Baird Financial Group's portfolio in Q2 2026, its #395 holding.
  • Baird Financial Group first reported a position in iShares Russell 2000 Value ETF in Q2 2015 and has held it in 45 quarters since.
  • Baird Financial Group's iShares Russell 2000 Value ETF position peaked at $27.4M in Q3 2018.
  • 1,075 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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