Baird Financial Group
IWP icon

Baird Financial Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Baird Financial Group’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$36.5M Buy
249,376
+4,437
+2% +$612K 0.05% 247
2026
Q1 		$31.4M Sell
244,939
-90,014
-27% -$12.2M 0.05% 255
2025
Q4 		$45.9M Buy
334,953
+102,001
+44% +$14.3M 0.07% 185
2025
Q3 		$33.2M Buy
232,952
+19,533
+9% +$2.76M 0.05% 255
2025
Q2 		$29.6M Sell
213,419
-10,755
-5% -$1.36M 0.05% 276
2025
Q1 		$26.3M Sell
224,174
-1,309
-0.6% -$168K 0.05% 290
2024
Q4 		$28.6M Buy
225,483
+20,196
+10% +$2.57M 0.05% 275
2024
Q3 		$24.1M Buy
205,287
+12,330
+6% +$1.38M 0.05% 304
2024
Q2 		$21.3M Buy
192,957
+3,179
+2% +$349K 0.04% 315
2024
Q1 		$21.7M Sell
189,778
-29,613
-13% -$3.2M 0.05% 312
2023
Q4 		$22.9M Buy
219,391
+25,107
+13% +$2.38M 0.05% 294
2023
Q3 		$17.7M Sell
194,284
-5,646
-3% -$540K 0.05% 308
2023
Q2 		$19.3M Sell
199,930
-1,998
-1% -$182K 0.05% 306
2023
Q1 		$18.4M Buy
201,928
+18,183
+10% +$1.62M 0.05% 317
2022
Q4 		$15.4M Sell
183,745
-10,096
-5% -$850K 0.04% 339
2022
Q3 		$15.2M Buy
193,841
+32,398
+20% +$2.79M 0.04% 334
2022
Q2 		$12.8M Sell
161,443
-12,273
-7% -$1.07M 0.04% 386
2022
Q1 		$17.5M Sell
173,716
-17,571
-9% -$1.75M 0.04% 337
2021
Q4 		$22M Buy
191,287
+14,330
+8% +$1.67M 0.05% 301
2021
Q3 		$19.8M Buy
176,957
+2,323
+1% +$267K 0.05% 305
2021
Q2 		$19.8M Sell
174,634
-61,517
-26% -$6.57M 0.05% 307
2021
Q1 		$24.1M Sell
236,151
-68,467
-22% -$7.16M 0.07% 259
2020
Q4 		$31.3M Sell
304,618
-9,472
-3% -$901K 0.09% 224
2020
Q3 		$27.1M Sell
314,090
-10,682
-3% -$902K 0.09% 227
2020
Q2 		$25.7M Buy
324,772
+51,572
+19% +$3.74M 0.1% 222
2020
Q1 		$16.6M Buy
273,200
+370
+0.1% +$27K 0.08% 252
2019
Q4 		$20.8M Sell
272,830
-250,802
-48% -$18.4M 0.07% 262
2019
Q3 		$37M Sell
523,632
-4,606
-0.9% -$331K 0.15% 175
2019
Q2 		$37.7M Buy
528,238
+311,118
+143% +$21.6M 0.15% 175
2019
Q1 		$14.7M Sell
217,120
-59,074
-21% -$3.79M 0.09% 255
2018
Q4 		$15.7M Buy
276,194
+150,748
+120% +$9.17M 0.11% 230
2018
Q3 		$8.46M Buy
125,446
+2,008
+2% +$133K 0.05% 330
2018
Q2 		$7.82M Sell
123,438
-3,248
-3% -$204K 0.05% 332
2018
Q1 		$7.79M Sell
126,686
-4,462
-3% -$279K 0.05% 332
2017
Q4 		$7.91M Buy
131,148
+17,360
+15% +$1.02M 0.06% 328
2017
Q3 		$6.44M Buy
113,788
+3,718
+3% +$204K 0.05% 363
2017
Q2 		$5.95M Buy
110,070
+5,406
+5% +$288K 0.05% 366
2017
Q1 		$5.43M Buy
104,664
+28,908
+38% +$1.48M 0.04% 375
2016
Q4 		$3.69M Buy
75,756
+16,500
+28% +$795K 0.03% 438
2016
Q3 		$2.88M Buy
59,256
+3,906
+7% +$189K 0.03% 481
2016
Q2 		$2.59M Sell
55,350
-24,350
-31% -$1.13M 0.02% 497
2016
Q1 		$3.67M Sell
79,700
-39,150
-33% -$1.69M 0.04% 413
2015
Q4 		$5.46M Buy
118,850
+41,098
+53% +$1.91M 0.05% 323
2015
Q3 		$3.44M Sell
77,752
-158
-0.2% -$7.49K 0.04% 401
2015
Q2 		$3.77M Buy
+77,910
New +$3.85M 0.04% 417

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

Baird Financial Group increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 1.8% in Q2 2026, buying an estimated $612K and bringing the position to 249,376 shares worth $36.5M. The position accounts for 0.05% of the portfolio, ranked #247.

Baird Financial Group first reported a position in IWP in Q2 2015 and has held it in 45 quarters since. The position peaked at $45.9M in Q4 2025. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Baird Financial Group held 249,376 shares of iShares Russell Mid-Cap Growth ETF worth $36.5M as of Q2 2026.
  • Baird Financial Group bought 4,437 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $612K.
  • iShares Russell Mid-Cap Growth ETF made up 0.05% of Baird Financial Group's portfolio in Q2 2026, its #247 holding.
  • Baird Financial Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2015 and has held it in 45 quarters since.
  • Baird Financial Group's iShares Russell Mid-Cap Growth ETF position peaked at $45.9M in Q4 2025.
  • 1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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