Baird Financial Group
IYG icon

Baird Financial Group’s iShares US Financial Services ETF IYG Stock Holding History

Baird Financial Group’s Portfolio IYG Stock Details IYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$870K Buy
10,505
+982
+10% +$86.2K ﹤0.01% 1302
2025
Q4 		$878K Sell
9,523
-545
-5% -$48.6K ﹤0.01% 1288
2025
Q3 		$902K Buy
10,068
+1,374
+16% +$121K ﹤0.01% 1284
2025
Q2 		$744K Buy
8,694
+320
+4% +$25.4K ﹤0.01% 1292
2025
Q1 		$658K Buy
8,374
+127
+2% +$10.2K ﹤0.01% 1306
2024
Q4 		$642K Buy
8,247
+1,884
+30% +$145K ﹤0.01% 1310
2024
Q3 		$452K Sell
6,363
-711
-10% -$48.9K ﹤0.01% 1410
2024
Q2 		$461K Sell
7,074
-675
-9% -$43.8K ﹤0.01% 1417
2024
Q1 		$514K Hold
7,749
– – ﹤0.01% 1371
2023
Q4 		$463K Buy
7,749
+729
+10% +$39.2K ﹤0.01% 1374
2023
Q3 		$362K Sell
7,020
-9
-0.1% -$487 ﹤0.01% 1452
2023
Q2 		$370K Sell
7,029
-1,284
-15% -$65.1K ﹤0.01% 1445
2023
Q1 		$418K Buy
8,313
+33
+0.4% +$1.8K ﹤0.01% 1381
2022
Q4 		$434K Buy
8,280
+213
+3% +$11.2K ﹤0.01% 1343
2022
Q3 		$380K Sell
8,067
-114
-1% -$5.98K ﹤0.01% 1373
2022
Q2 		$404K Sell
8,181
-774
-9% -$42K ﹤0.01% 1425
2022
Q1 		$538K Buy
8,955
+1,344
+18% +$84.8K ﹤0.01% 1373
2021
Q4 		$490K Sell
7,611
-282
-4% -$18.4K ﹤0.01% 1480
2021
Q3 		$495K Buy
7,893
+660
+9% +$41.4K ﹤0.01% 1468
2021
Q2 		$447K Buy
7,233
+252
+4% +$15.4K ﹤0.01% 1435
2021
Q1 		$399K Buy
6,981
+6
+0.1% +$325 ﹤0.01% 1423
2020
Q4 		$349K Sell
6,975
-14,430
-67% -$651K ﹤0.01% 1324
2020
Q3 		$871K Buy
21,405
+1,839
+9% +$75.9K ﹤0.01% 982
2020
Q2 		$779K Buy
19,566
+8,094
+71% +$311K ﹤0.01% 1006
2020
Q1 		$393K Sell
11,472
-21
-0.2% -$958 ﹤0.01% 1126
2019
Q4 		$582K Sell
11,493
-207
-2% -$9.94K ﹤0.01% 1129
2019
Q3 		$532K Sell
11,700
-10,818
-48% -$488K ﹤0.01% 1146
2019
Q2 		$1M Sell
22,518
-11,313
-33% -$495K ﹤0.01% 983
2019
Q1 		$1.41M Buy
33,831
+99
+0.3% +$4.1K 0.01% 764
2018
Q4 		$1.26M Sell
33,732
-918
-3% -$37.9K 0.01% 736
2018
Q3 		$1.54M Buy
34,650
+2,547
+8% +$115K 0.01% 737
2018
Q2 		$1.39M Buy
32,103
+12,132
+61% +$538K 0.01% 750
2018
Q1 		$872K Buy
19,971
+1,740
+10% +$79K 0.01% 865
2017
Q4 		$793K Buy
18,231
+1,203
+7% +$50.2K 0.01% 882
2017
Q3 		$680K Buy
17,028
+120
+0.7% +$4.59K 0.01% 907
2017
Q2 		$639K Sell
16,908
-41,022
-71% -$1.49M 0.01% 903
2017
Q1 		$2.11M Buy
57,930
+45,630
+371% +$1.67M 0.02% 582
2016
Q4 		$436K Sell
12,300
-975
-7% -$31.8K ﹤0.01% 957
2016
Q3 		$388K Buy
13,275
+699
+6% +$20.1K ﹤0.01% 998
2016
Q2 		$338K Buy
12,576
+57
+0.5% +$1.59K ﹤0.01% 1025
2016
Q1 		$339K Buy
12,519
+741
+6% +$19.6K ﹤0.01% 1027
2015
Q4 		$353K Buy
11,778
+2,298
+24% +$69.7K ﹤0.01% 1019
2015
Q3 		$270K Buy
+9,480
New +$291K ﹤0.01% 1075

Other funds holding IYG

DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Baird Financial Group increased its iShares US Financial Services ETF (IYG) stake by 10% in Q1 2026, buying an estimated $86.2K and bringing the position to 10,505 shares worth $870K. The position accounts for ﹤0.01% of the portfolio, ranked #1302.

Baird Financial Group first reported a position in IYG in Q3 2015 and has held it in 43 quarters since. The position peaked at $2.11M in Q1 2017. 264 funds tracked by Wall St. Rank hold IYG as of Q1 2026.

  • Baird Financial Group held 10,505 shares of iShares US Financial Services ETF worth $870K as of Q1 2026.
  • Baird Financial Group bought 982 iShares US Financial Services ETF shares in Q1 2026, an estimated $86.2K.
  • iShares US Financial Services ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #1302 holding.
  • Baird Financial Group first reported a position in iShares US Financial Services ETF in Q3 2015 and has held it in 43 quarters since.
  • Baird Financial Group's iShares US Financial Services ETF position peaked at $2.11M in Q1 2017.
  • 264 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2026.

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