Baird Financial Group
IWV icon

Baird Financial Group’s iShares Russell 3000 ETF IWV Stock Holding History

Baird Financial Group’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9M Sell
21,109
-246
-1% -$101K 0.01% 633
2026
Q1 		$7.92M Buy
21,355
+930
+5% +$360K 0.01% 617
2025
Q4 		$7.9M Buy
20,425
+19
+0.1% +$7.29K 0.01% 612
2025
Q3 		$7.73M Buy
20,406
+119
+0.6% +$43.4K 0.01% 608
2025
Q2 		$7.12M Sell
20,287
-16
-0.1% -$5.2K 0.01% 607
2025
Q1 		$6.45M Buy
20,303
+10
+0% +$3.35K 0.01% 599
2024
Q4 		$6.78M Buy
20,293
+110
+0.5% +$37K 0.01% 594
2024
Q3 		$6.59M Sell
20,183
-206
-1% -$64.8K 0.01% 605
2024
Q2 		$6.29M Buy
20,389
+136
+0.7% +$40.6K 0.01% 604
2024
Q1 		$6.08M Buy
20,253
+62
+0.3% +$17.7K 0.01% 616
2023
Q4 		$5.53M Buy
20,191
+86
+0.4% +$21.9K 0.01% 636
2023
Q3 		$4.93M Sell
20,105
-48
-0.2% -$12.3K 0.01% 630
2023
Q2 		$5.13M Sell
20,153
-62
-0.3% -$14.9K 0.01% 617
2023
Q1 		$4.76M Sell
20,215
-476
-2% -$110K 0.01% 612
2022
Q4 		$4.57M Sell
20,691
-78
-0.4% -$17.3K 0.01% 602
2022
Q3 		$4.3M Sell
20,769
-225
-1% -$51.8K 0.01% 600
2022
Q2 		$4.56M Sell
20,994
-605
-3% -$143K 0.01% 602
2022
Q1 		$5.67M Sell
21,599
-934
-4% -$242K 0.01% 581
2021
Q4 		$6.25M Buy
22,533
+1,348
+6% +$365K 0.01% 563
2021
Q3 		$5.4M Buy
21,185
+699
+3% +$183K 0.01% 574
2021
Q2 		$5.24M Sell
20,486
-323
-2% -$80.5K 0.01% 575
2021
Q1 		$4.94M Sell
20,809
-580
-3% -$135K 0.01% 583
2020
Q4 		$4.78M Buy
21,389
+787
+4% +$165K 0.01% 559
2020
Q3 		$4.03M Sell
20,602
-116
-0.6% -$22.4K 0.01% 541
2020
Q2 		$3.73M Sell
20,718
-22,249
-52% -$3.77M 0.01% 551
2020
Q1 		$6.37M Sell
42,967
-51,982
-55% -$9.25M 0.03% 402
2019
Q4 		$17.9M Buy
94,949
+60,428
+175% +$10.9M 0.06% 277
2019
Q3 		$6M Buy
34,521
+164
+0.5% +$28.4K 0.02% 464
2019
Q2 		$5.92M Sell
34,357
-130
-0.4% -$22K 0.02% 468
2019
Q1 		$5.75M Sell
34,487
-157,545
-82% -$25.3M 0.03% 410
2018
Q4 		$28.2M Buy
192,032
+92,009
+92% +$14.6M 0.19% 143
2018
Q3 		$17.3M Sell
100,023
-824
-0.8% -$140K 0.11% 223
2018
Q2 		$16.4M Sell
100,847
-4,726
-4% -$760K 0.11% 215
2018
Q1 		$16.5M Buy
105,573
+27,899
+36% +$4.51M 0.12% 211
2017
Q4 		$12.3M Buy
77,674
+889
+1% +$137K 0.09% 242
2017
Q3 		$11.5M Sell
76,785
-28,455
-27% -$4.15M 0.09% 247
2017
Q2 		$15.2M Buy
105,240
+85,551
+435% +$12.2M 0.12% 205
2017
Q1 		$2.75M Buy
19,689
+571
+3% +$78.8K 0.02% 521
2016
Q4 		$2.54M Sell
19,118
-660
-3% -$85.6K 0.02% 523
2016
Q3 		$2.54M Sell
19,778
-401
-2% -$51.2K 0.02% 507
2016
Q2 		$2.5M Buy
20,179
+97
+0.5% +$11.9K 0.02% 502
2016
Q1 		$2.43M Sell
20,082
-8,884
-31% -$1.02M 0.02% 499
2015
Q4 		$3.48M Buy
28,966
+6,331
+28% +$770K 0.03% 415
2015
Q3 		$2.58M Buy
22,635
+588
+3% +$71.2K 0.03% 462
2015
Q2 		$2.73M Buy
+22,047
New +$2.78M 0.03% 475

Other funds holding IWV

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UMC
UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Baird Financial Group reduced its iShares Russell 3000 ETF (IWV) stake by 1.2% in Q2 2026, selling an estimated $101K and leaving 21,109 shares worth $9M. The position accounts for 0.01% of the portfolio, ranked #633.

Baird Financial Group first reported a position in IWV in Q2 2015 and has held it in 45 quarters since. The position peaked at $28.2M in Q4 2018. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Baird Financial Group held 21,109 shares of iShares Russell 3000 ETF worth $9M as of Q2 2026.
  • Baird Financial Group sold 246 iShares Russell 3000 ETF shares in Q2 2026, an estimated $101K.
  • iShares Russell 3000 ETF made up 0.01% of Baird Financial Group's portfolio in Q2 2026, its #633 holding.
  • Baird Financial Group first reported a position in iShares Russell 3000 ETF in Q2 2015 and has held it in 45 quarters since.
  • Baird Financial Group's iShares Russell 3000 ETF position peaked at $28.2M in Q4 2018.
  • 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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