Baird Financial Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $872M | Buy |
8,969,908
+288,439
| +3% | +$28.8M | 1.36% | 15 |
|
|
2025
Q4 | $836M | Buy |
8,681,469
+223,022
| +3% | +$21.4M | 1.3% | 18 |
|
|
2025
Q3 | $817M | Buy |
8,458,447
+243,384
| +3% | +$23.1M | 1.31% | 16 |
|
|
2025
Q2 | $756M | Sell |
8,215,063
-3,600
| -0% | -$311K | 1.32% | 16 |
|
|
2025
Q1 | $699M | Buy |
8,218,663
+142,576
| +2% | +$12.7M | 1.35% | 12 |
|
|
2024
Q4 | $714M | Buy |
8,076,087
+61,342
| +0.8% | +$5.57M | 1.37% | 12 |
|
|
2024
Q3 | $706M | Sell |
8,014,745
-90,630
| -1% | -$7.64M | 1.37% | 11 |
|
|
2024
Q2 | $657M | Buy |
8,105,375
+183,842
| +2% | +$15M | 1.36% | 10 |
|
|
2024
Q1 | $666M | Buy |
7,921,533
+119,419
| +2% | +$9.46M | 1.4% | 10 |
|
|
2023
Q4 | $606M | Buy |
7,802,114
+1,722,388
| +28% | +$122M | 1.38% | 11 |
|
|
2023
Q3 | $421M | Buy |
6,079,726
+90,239
| +2% | +$6.58M | 1.15% | 12 |
|
|
2023
Q2 | $437M | Sell |
5,989,487
-1,398,442
| -19% | -$97.3M | 1.15% | 12 |
|
|
2023
Q1 | $517M | Buy |
7,387,929
+252,025
| +4% | +$17.8M | 1.27% | 12 |
|
|
2022
Q4 | $481M | Buy |
7,135,904
+17,114
| +0.2% | +$1.15M | 1.27% | 11 |
|
|
2022
Q3 | $442M | Buy |
7,118,790
+101,238
| +1% | +$6.96M | 1.3% | 11 |
|
|
2022
Q2 | $454M | Buy |
7,017,552
+103,930
| +2% | +$7.4M | 1.26% | 12 |
|
|
2022
Q1 | $540M | Buy |
6,913,622
+118,302
| +2% | +$9.11M | 1.33% | 11 |
|
|
2021
Q4 | $564M | Buy |
6,795,320
+100,777
| +2% | +$8.27M | 1.32% | 12 |
|
|
2021
Q3 | $524M | Sell |
6,694,543
-26,161
| -0.4% | -$2.1M | 1.34% | 12 |
|
|
2021
Q2 | $533M | Buy |
6,720,704
+109,857
| +2% | +$8.52M | 1.38% | 12 |
|
|
2021
Q1 | $489M | Buy |
6,610,847
+91,280
| +1% | +$6.6M | 1.37% | 12 |
|
|
2020
Q4 | $447M | Buy |
6,519,567
+220,114
| +3% | +$14M | 1.34% | 12 |
|
|
2020
Q3 | $361M | Sell |
6,299,453
-20,818
| -0.3% | -$1.19M | 1.24% | 12 |
|
|
2020
Q2 | $339M | Buy |
6,320,271
+298,901
| +5% | +$15M | 1.28% | 12 |
|
|
2020
Q1 | $260M | Sell |
6,021,370
-407,351
| -6% | -$22.4M | 1.19% | 12 |
|
|
2019
Q4 | $383M | Buy |
6,428,721
+299,471
| +5% | +$17.2M | 1.38% | 10 |
|
|
2019
Q3 | $343M | Buy |
6,129,250
+133,413
| +2% | +$7.46M | 1.35% | 10 |
|
|
2019
Q2 | $335M | Buy |
5,995,837
+749,487
| +14% | +$41.1M | 1.3% | 12 |
|
|
2019
Q1 | $283M | Buy |
5,246,350
+280,378
| +6% | +$14.5M | 1.66% | 6 |
|
|
2018
Q4 | $231M | Buy |
4,965,972
+381,788
| +8% | +$19.3M | 1.57% | 6 |
|
|
2018
Q3 | $252M | Buy |
4,584,184
+114,332
| +3% | +$6.27M | 1.58% | 6 |
|
|
2018
Q2 | $237M | Buy |
4,469,852
+188,488
| +4% | +$9.92M | 1.61% | 6 |
|
|
2018
Q1 | $221M | Buy |
4,281,364
+366,020
| +9% | +$19.3M | 1.56% | 6 |
|
|
2017
Q4 | $204M | Buy |
3,915,344
+168,892
| +5% | +$8.57M | 1.44% | 6 |
|
|
2017
Q3 | $185M | Buy |
3,746,452
+155,228
| +4% | +$7.49M | 1.39% | 7 |
|
|
2017
Q2 | $172M | Buy |
3,591,224
+26,820
| +0.8% | +$1.27M | 1.35% | 7 |
|
|
2017
Q1 | $167M | Buy |
3,564,404
+198,812
| +6% | +$9.22M | 1.35% | 8 |
|
|
2016
Q4 | $150M | Buy |
3,365,592
+546,876
| +19% | +$23.9M | 1.31% | 9 |
|
|
2016
Q3 | $123M | Buy |
2,818,716
+134,264
| +5% | +$5.82M | 1.1% | 12 |
|
|
2016
Q2 | $113M | Buy |
2,684,452
+189,492
| +8% | +$7.82M | 1.04% | 12 |
|
|
2016
Q1 | $102M | Sell |
2,494,960
-57,428
| -2% | -$2.18M | 0.97% | 12 |
|
|
2015
Q4 | $102M | Buy |
2,552,388
+326,128
| +15% | +$13.3M | 1.02% | 12 |
|
|
2015
Q3 | $86.6M | Sell |
2,226,260
-18,420
| -0.8% | -$763K | 0.92% | 13 |
|
|
2015
Q2 | $95.6M | Buy |
+2,244,680
| New | +$97.6M | 0.94% | 12 |
|
Other funds holding IWR
