Baird’s iShares Russell 1000 ETF IWB Stock Holding History

Baird’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	$25.8M	Buy	222,811 +37,006	+20%	+$4.27M	0.26%	113
2014 Q4	$21.3M	Buy	185,805 +771	+0.4%	+$86.4K	0.23%	138
2014 Q3	$20.3M	Sell	185,034 -4,908	-3%	-$542K	0.29%	103
2014 Q2	$20.9M	Sell	189,942 -2,228	-1%	-$237K	0.29%	99
2014 Q1	$20.1M	Buy	192,170 +10,677	+6%	+$1.1M	0.29%	101
2013 Q4	$18.7M	Sell	181,493 -19,825	-10%	-$1.96M	0.32%	78
2013 Q3	$19M	Buy	201,318 +15,328	+8%	+$1.43M	0.35%	64
2013 Q2	$16.7M	Buy	+185,990	New	+$16.7M	0.33%	67

Other funds holding IWB

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Baird's IWB Position: Q1 2015 in Review

Baird increased its iShares Russell 1000 ETF (IWB) stake by 20% in Q1 2015, buying an estimated $4.27M and bringing the position to 222,811 shares worth $25.8M. The position accounts for 0.26% of the portfolio, ranked #113.

Baird first reported a position in IWB in Q2 2013 and has held it in 8 quarters since. 382 funds tracked by Wall St. Rank hold IWB as of Q1 2015.

Baird held 222,811 shares of iShares Russell 1000 ETF worth $25.8M as of Q1 2015.
Baird bought 37,006 iShares Russell 1000 ETF shares in Q1 2015, an estimated $4.27M.
iShares Russell 1000 ETF made up 0.26% of Baird's portfolio in Q1 2015, its #113 holding.
Baird first reported a position in iShares Russell 1000 ETF in Q2 2013 and has held it in 8 quarters since.
382 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.