Baird Financial Group
IWS icon

Baird Financial Group’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Baird Financial Group’s Portfolio IWS Stock Details IWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$24.6M Buy
169,103
+1,400
+0.8% +$208K 0.04% 317
2025
Q4 		$23.7M Buy
167,703
+63,442
+61% +$8.87M 0.04% 331
2025
Q3 		$14.6M Sell
104,261
-995
-0.9% -$136K 0.02% 452
2025
Q2 		$13.9M Sell
105,256
-621
-0.6% -$77.9K 0.02% 447
2025
Q1 		$13.3M Sell
105,877
-11,486
-10% -$1.5M 0.03% 445
2024
Q4 		$15.2M Buy
117,363
+3,215
+3% +$430K 0.03% 405
2024
Q3 		$15.1M Buy
114,148
+4,439
+4% +$561K 0.03% 403
2024
Q2 		$13.2M Sell
109,709
-18,428
-14% -$2.24M 0.03% 412
2024
Q1 		$16.1M Sell
128,137
-22,454
-15% -$2.64M 0.03% 372
2023
Q4 		$17.5M Sell
150,591
-16,641
-10% -$1.77M 0.04% 337
2023
Q3 		$17.4M Sell
167,232
-8,723
-5% -$961K 0.05% 315
2023
Q2 		$19.3M Buy
175,955
+3,472
+2% +$366K 0.05% 305
2023
Q1 		$18.3M Sell
172,483
-715
-0.4% -$78K 0.05% 318
2022
Q4 		$18.2M Sell
173,198
-4,183
-2% -$439K 0.05% 313
2022
Q3 		$17M Buy
177,381
+10,205
+6% +$1.09M 0.05% 313
2022
Q2 		$17M Buy
167,176
+6,401
+4% +$716K 0.05% 326
2022
Q1 		$19.2M Buy
160,775
+4,061
+3% +$478K 0.05% 315
2021
Q4 		$19.2M Sell
156,714
-1,850
-1% -$221K 0.04% 323
2021
Q3 		$18M Sell
158,564
-1,070
-0.7% -$124K 0.05% 324
2021
Q2 		$18.4M Sell
159,634
-10,988
-6% -$1.26M 0.05% 313
2021
Q1 		$18.6M Sell
170,622
-52,701
-24% -$5.49M 0.05% 311
2020
Q4 		$21.7M Sell
223,323
-6,100
-3% -$550K 0.06% 271
2020
Q3 		$18.5M Sell
229,423
-2,881
-1% -$233K 0.06% 278
2020
Q2 		$17.8M Sell
232,304
-671
-0.3% -$48.8K 0.07% 260
2020
Q1 		$14.9M Buy
232,975
+4,185
+2% +$358K 0.07% 263
2019
Q4 		$21.7M Buy
228,790
+1,976
+0.9% +$181K 0.08% 258
2019
Q3 		$20.3M Buy
226,814
+62,688
+38% +$5.55M 0.08% 250
2019
Q2 		$14.6M Buy
164,126
+35,663
+28% +$3.13M 0.06% 298
2019
Q1 		$11.2M Buy
128,463
+14,076
+12% +$1.19M 0.07% 302
2018
Q4 		$8.73M Buy
114,387
+32,704
+40% +$2.74M 0.06% 317
2018
Q3 		$7.36M Buy
81,683
+2,336
+3% +$211K 0.05% 366
2018
Q2 		$7.02M Buy
79,347
+441
+0.6% +$38.8K 0.05% 355
2018
Q1 		$6.82M Buy
78,906
+2,516
+3% +$223K 0.05% 359
2017
Q4 		$6.81M Buy
76,390
+2,439
+3% +$212K 0.05% 362
2017
Q3 		$6.28M Buy
73,951
+1,316
+2% +$110K 0.05% 375
2017
Q2 		$6.11M Buy
72,635
+3,512
+5% +$292K 0.05% 362
2017
Q1 		$5.74M Buy
69,123
+19,359
+39% +$1.6M 0.05% 363
2016
Q4 		$4M Buy
49,764
+10,566
+27% +$823K 0.03% 416
2016
Q3 		$3.01M Buy
39,198
+1,461
+4% +$111K 0.03% 476
2016
Q2 		$2.8M Sell
37,737
-1,991
-5% -$144K 0.03% 482
2016
Q1 		$2.82M Sell
39,728
-3,332
-8% -$220K 0.03% 465
2015
Q4 		$2.96M Buy
43,060
+826
+2% +$58K 0.03% 453
2015
Q3 		$2.83M Sell
42,234
-62,025
-59% -$4.41M 0.03% 449
2015
Q2 		$7.69M Buy
+104,259
New +$7.86M 0.08% 253

Other funds holding IWS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

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

Baird Financial Group increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.83% in Q1 2026, buying an estimated $208K and bringing the position to 169,103 shares worth $24.6M. The position accounts for 0.04% of the portfolio, ranked #317.

Baird Financial Group first reported a position in IWS in Q2 2015 and has held it in 44 quarters since. 989 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • Baird Financial Group held 169,103 shares of iShares Russell Mid-Cap Value ETF worth $24.6M as of Q1 2026.
  • Baird Financial Group bought 1,400 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $208K.
  • iShares Russell Mid-Cap Value ETF made up 0.04% of Baird Financial Group's portfolio in Q1 2026, its #317 holding.
  • Baird Financial Group first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2015 and has held it in 44 quarters since.
  • 989 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

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