Baird Financial Group
SIZE icon

Baird Financial Group’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Baird Financial Group’s Portfolio SIZE Stock Details SIZE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$291K Sell
1,824
-75
-4% -$12.4K ﹤0.01% 1648
2025
Q4 		$307K Hold
1,899
– – ﹤0.01% 1627
2025
Q3 		$305K Hold
1,899
– – ﹤0.01% 1632
2025
Q2 		$293K Sell
1,899
-134
-7% -$19.5K ﹤0.01% 1596
2025
Q1 		$296K Sell
2,033
-16
-0.8% -$2.41K ﹤0.01% 1567
2024
Q4 		$304K Sell
2,049
-158
-7% -$24.1K ﹤0.01% 1553
2024
Q3 		$328K Sell
2,207
-5,878
-73% -$838K ﹤0.01% 1516
2024
Q2 		$1.11M Buy
+8,085
New +$1.11M ﹤0.01% 1132
2023
Q4 		– Sell
-8,523
Closed -$1M – 1798
2023
Q3 		$1M Buy
+8,523
New +$1.05M ﹤0.01% 1116
2020
Q2 		– Sell
-7,100
Closed -$507K – 1576
2020
Q1 		$507K Sell
7,100
-5,131
-42% -$461K ﹤0.01% 1061
2019
Q4 		$1.19M Buy
+12,231
New +$1.14M ﹤0.01% 919

Other funds holding SIZE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JRFS
James Reed Financial Services Cleveland, Ohio $131M AUM 17.9% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Baird Financial Group reduced its iShares MSCI USA Size Factor ETF (SIZE) stake by 3.9% in Q1 2026, selling an estimated $12.4K and leaving 1,824 shares worth $291K. The position accounts for ﹤0.01% of the portfolio, ranked #1648.

Baird Financial Group first reported a position in SIZE in Q4 2019 and has held it in 11 quarters since. The position peaked at $1.19M in Q4 2019. 71 funds tracked by Wall St. Rank hold SIZE as of Q1 2026.

  • Baird Financial Group held 1,824 shares of iShares MSCI USA Size Factor ETF worth $291K as of Q1 2026.
  • Baird Financial Group sold 75 iShares MSCI USA Size Factor ETF shares in Q1 2026, an estimated $12.4K.
  • iShares MSCI USA Size Factor ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #1648 holding.
  • Baird Financial Group first reported a position in iShares MSCI USA Size Factor ETF in Q4 2019 and has held it in 11 quarters since.
  • Baird Financial Group's iShares MSCI USA Size Factor ETF position peaked at $1.19M in Q4 2019.
  • 71 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q1 2026.

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