Baird Financial Group
IWO icon

Baird Financial Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Baird Financial Group’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$16.2M Buy
51,572
+1,066
+2% +$355K 0.03% 425
2025
Q4 		$16.3M Buy
50,506
+2,306
+5% +$750K 0.03% 422
2025
Q3 		$15.4M Buy
48,200
+1,836
+4% +$554K 0.02% 438
2025
Q2 		$13.3M Buy
46,364
+1,822
+4% +$480K 0.02% 463
2025
Q1 		$11.4M Sell
44,542
-5,809
-12% -$1.64M 0.02% 487
2024
Q4 		$14.5M Buy
50,351
+87
+0.2% +$25.7K 0.03% 419
2024
Q3 		$14.3M Buy
50,264
+349
+0.7% +$95.6K 0.03% 418
2024
Q2 		$13.1M Sell
49,915
-28,898
-37% -$7.5M 0.03% 414
2024
Q1 		$21.3M Sell
78,813
-3,422
-4% -$874K 0.04% 313
2023
Q4 		$20.7M Sell
82,235
-11,636
-12% -$2.62M 0.05% 313
2023
Q3 		$21M Sell
93,871
-2,588
-3% -$619K 0.06% 277
2023
Q2 		$23.4M Buy
96,459
+5,041
+6% +$1.16M 0.06% 268
2023
Q1 		$20.7M Sell
91,418
-3,611
-4% -$826K 0.05% 296
2022
Q4 		$20.4M Sell
95,029
-14,062
-13% -$3.08M 0.05% 297
2022
Q3 		$22.5M Sell
109,091
-1,798
-2% -$405K 0.07% 271
2022
Q2 		$22.9M Buy
110,889
+55,874
+102% +$12.5M 0.06% 280
2022
Q1 		$14.1M Sell
55,015
-1,058
-2% -$271K 0.03% 377
2021
Q4 		$16.4M Buy
56,073
+1,359
+2% +$410K 0.04% 361
2021
Q3 		$16.1M Buy
54,714
+1,933
+4% +$581K 0.04% 339
2021
Q2 		$16.5M Sell
52,781
-6,113
-10% -$1.84M 0.04% 333
2021
Q1 		$17.7M Buy
58,894
+108
+0.2% +$33.5K 0.05% 320
2020
Q4 		$16.9M Buy
58,786
+2,461
+4% +$627K 0.05% 314
2020
Q3 		$12.5M Buy
56,325
+158
+0.3% +$34.6K 0.04% 335
2020
Q2 		$11.6M Buy
56,167
+12,321
+28% +$2.3M 0.04% 319
2020
Q1 		$6.93M Sell
43,846
-6,152
-12% -$1.22M 0.03% 382
2019
Q4 		$10.7M Sell
49,998
-465
-0.9% -$94.4K 0.04% 364
2019
Q3 		$9.73M Buy
50,463
+4,199
+9% +$832K 0.04% 359
2019
Q2 		$9.29M Buy
46,264
+1,921
+4% +$380K 0.04% 373
2019
Q1 		$8.72M Buy
44,343
+1,323
+3% +$252K 0.05% 337
2018
Q4 		$7.23M Buy
43,020
+6,417
+18% +$1.2M 0.05% 353
2018
Q3 		$7.75M Buy
36,603
+271
+0.7% +$57.8K 0.05% 350
2018
Q2 		$7.42M Buy
36,332
+2,459
+7% +$492K 0.05% 344
2018
Q1 		$6.46M Buy
33,873
+3,533
+12% +$678K 0.05% 364
2017
Q4 		$5.67M Buy
30,340
+2,006
+7% +$366K 0.04% 397
2017
Q3 		$5.07M Sell
28,334
-98,484
-78% -$16.7M 0.04% 416
2017
Q2 		$21.4M Buy
126,818
+101,144
+394% +$16.6M 0.17% 166
2017
Q1 		$4.15M Sell
25,674
-240
-0.9% -$38.1K 0.03% 441
2016
Q4 		$3.99M Sell
25,914
-2,733
-10% -$408K 0.03% 417
2016
Q3 		$4.27M Sell
28,647
-3,907
-12% -$569K 0.04% 400
2016
Q2 		$4.48M Sell
32,554
-1,060
-3% -$143K 0.04% 378
2016
Q1 		$4.46M Sell
33,614
-2,302
-6% -$287K 0.04% 376
2015
Q4 		$5M Buy
35,916
+2,105
+6% +$299K 0.05% 336
2015
Q3 		$4.53M Sell
33,811
-63,742
-65% -$9.44M 0.05% 348
2015
Q2 		$15.1M Buy
+97,553
New +$14.9M 0.15% 173

Other funds holding IWO

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
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

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

Baird Financial Group increased its iShares Russell 2000 Growth ETF (IWO) stake by 2.1% in Q1 2026, buying an estimated $355K and bringing the position to 51,572 shares worth $16.2M. The position accounts for 0.03% of the portfolio, ranked #425.

Baird Financial Group first reported a position in IWO in Q2 2015 and has held it in 44 quarters since. The position peaked at $23.4M in Q2 2023. 1,020 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Baird Financial Group held 51,572 shares of iShares Russell 2000 Growth ETF worth $16.2M as of Q1 2026.
  • Baird Financial Group bought 1,066 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $355K.
  • iShares Russell 2000 Growth ETF made up 0.03% of Baird Financial Group's portfolio in Q1 2026, its #425 holding.
  • Baird Financial Group first reported a position in iShares Russell 2000 Growth ETF in Q2 2015 and has held it in 44 quarters since.
  • Baird Financial Group's iShares Russell 2000 Growth ETF position peaked at $23.4M in Q2 2023.
  • 1,020 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

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