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Baird’s iShares Micro-Cap ETF IWC Stock Holding History

Baird’s Portfolio IWC Stock Details IWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		$227K Sell
2,867
-32
-1% -$2.46K ﹤0.01% 1187
2014
Q4 		$223K Buy
2,899
+11
+0.4% +$799 ﹤0.01% 1176
2014
Q3 		$201K Sell
2,888
-14,983
-84% -$1.09M ﹤0.01% 1050
2014
Q2 		$1.36M Buy
17,871
+14,790
+480% +$1.08M 0.02% 590
2014
Q1 		$238K Buy
3,081
+13
+0.4% +$999 ﹤0.01% 1035
2013
Q4 		$230K Hold
3,068
– – ﹤0.01% 1041
2013
Q3 		$210K Buy
+3,068
New +$203K ﹤0.01% 1017

Other funds holding IWC

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return

Baird's IWC Position: Q1 2015 in Review

Baird reduced its iShares Micro-Cap ETF (IWC) stake by 1.1% in Q1 2015, selling an estimated $2.46K and leaving 2,867 shares worth $227K. The position accounts for ﹤0.01% of the portfolio, ranked #1187.

Baird first reported a position in IWC in Q3 2013 and has held it in 7 quarters since. The position peaked at $1.36M in Q2 2014. 139 funds tracked by Wall St. Rank hold IWC as of Q1 2015.

  • Baird held 2,867 shares of iShares Micro-Cap ETF worth $227K as of Q1 2015.
  • Baird sold 32 iShares Micro-Cap ETF shares in Q1 2015, an estimated $2.46K.
  • iShares Micro-Cap ETF made up ﹤0.01% of Baird's portfolio in Q1 2015, its #1187 holding.
  • Baird first reported a position in iShares Micro-Cap ETF in Q3 2013 and has held it in 7 quarters since.
  • Baird's iShares Micro-Cap ETF position peaked at $1.36M in Q2 2014.
  • 139 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2015.

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