Baird Financial Group’s iShares Dow Jones US ETF IYY Stock Holding History

Baird Financial Group’s Portfolio IYY Stock Details IYY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$666K	Hold	4,201	–	–	﹤0.01%	1396
2025 Q4	$697K	Hold	4,201	–	–	﹤0.01%	1372
2025 Q3	$683K	Hold	4,201	–	–	﹤0.01%	1371
2025 Q2	$634K	Buy	4,201 +543	+15%	+$75.6K	﹤0.01%	1345
2025 Q1	$498K	Hold	3,658	–	–	﹤0.01%	1396
2024 Q4	$523K	Hold	3,658	–	–	﹤0.01%	1369
2024 Q3	$511K	Buy	+3,658	New	+$492K	﹤0.01%	1373
2018 Q4	–	Sell	-9,150	Closed	-$668K	–	1319
2018 Q3	$668K	Buy	+9,150	New	+$654K	﹤0.01%	961

Other funds holding IYY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

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

Baird Financial Group held its iShares Dow Jones US ETF (IYY) position steady in Q1 2026 at 4,201 shares worth $666K. The position accounts for ﹤0.01% of the portfolio, ranked #1396.

Baird Financial Group first reported a position in IYY in Q3 2018 and has held it in 8 quarters since. The position peaked at $697K in Q4 2025. 276 funds tracked by Wall St. Rank hold IYY as of Q1 2026.

Baird Financial Group held 4,201 shares of iShares Dow Jones US ETF worth $666K as of Q1 2026.
Baird Financial Group left its iShares Dow Jones US ETF share count unchanged in Q1 2026.
iShares Dow Jones US ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #1396 holding.
Baird Financial Group first reported a position in iShares Dow Jones US ETF in Q3 2018 and has held it in 8 quarters since.
Baird Financial Group's iShares Dow Jones US ETF position peaked at $697K in Q4 2025.
276 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2026.

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