Baird Financial Group
IYF icon

Baird Financial Group’s iShares US Financials ETF IYF Stock Holding History

Baird Financial Group’s Portfolio IYF Stock Details IYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.23M Buy
9,658
+792
+9% +$98.3K ﹤0.01% 1261
2026
Q1 		$1.04M Sell
8,866
-45
-0.5% -$5.58K ﹤0.01% 1249
2025
Q4 		$1.15M Buy
8,911
+305
+4% +$38.2K ﹤0.01% 1210
2025
Q3 		$1.09M Hold
8,606
– – ﹤0.01% 1233
2025
Q2 		$1.04M Sell
8,606
-184
-2% -$20.7K ﹤0.01% 1201
2025
Q1 		$992K Buy
8,790
+214
+2% +$24.5K ﹤0.01% 1183
2024
Q4 		$948K Hold
8,576
– – ﹤0.01% 1198
2024
Q3 		$891K Buy
8,576
+12
+0.1% +$1.2K ﹤0.01% 1209
2024
Q2 		$810K Buy
8,564
+5,222
+156% +$489K ﹤0.01% 1248
2024
Q1 		$320K Hold
3,342
– – ﹤0.01% 1532
2023
Q4 		$285K Buy
+3,342
New +$261K ﹤0.01% 1535
2023
Q2 		– Sell
-4,413
Closed -$314K – 1725
2023
Q1 		$314K Sell
4,413
-22,581
-84% -$1.74M ﹤0.01% 1480
2022
Q4 		$2.04M Buy
26,994
+164
+0.6% +$12.3K 0.01% 871
2022
Q3 		$1.81M Sell
26,830
-18,466
-41% -$1.36M 0.01% 862
2022
Q2 		$3.17M Buy
45,296
+16,298
+56% +$1.24M 0.01% 694
2022
Q1 		$2.45M Buy
28,998
+834
+3% +$71.8K 0.01% 822
2021
Q4 		$2.44M Sell
28,164
-174
-0.6% -$15.2K 0.01% 855
2021
Q3 		$2.34M Buy
28,338
+519
+2% +$43.1K 0.01% 889
2021
Q2 		$2.25M Buy
27,819
+2,698
+11% +$217K 0.01% 866
2021
Q1 		$1.88M Buy
+25,121
New +$1.79M 0.01% 907
2018
Q4 		– Sell
-5,498
Closed -$334K – 1317
2018
Q3 		$334K Buy
5,498
+1,548
+39% +$94.8K ﹤0.01% 1149
2018
Q2 		$231K Buy
+3,950
New +$235K ﹤0.01% 1214

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Baird Financial Group increased its iShares US Financials ETF (IYF) stake by 8.9% in Q2 2026, buying an estimated $98.3K and bringing the position to 9,658 shares worth $1.23M. The position accounts for ﹤0.01% of the portfolio, ranked #1261.

Baird Financial Group first reported a position in IYF in Q2 2018 and has held it in 22 quarters since. The position peaked at $3.17M in Q2 2022. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • Baird Financial Group held 9,658 shares of iShares US Financials ETF worth $1.23M as of Q2 2026.
  • Baird Financial Group bought 792 iShares US Financials ETF shares in Q2 2026, an estimated $98.3K.
  • iShares US Financials ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1261 holding.
  • Baird Financial Group first reported a position in iShares US Financials ETF in Q2 2018 and has held it in 22 quarters since.
  • Baird Financial Group's iShares US Financials ETF position peaked at $3.17M in Q2 2022.
  • 460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

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