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Baird’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Baird’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		$132M Buy
5,351,816
+1,601,488
+43% +$39.1M 1.35% 5
2014
Q4 		$89.6M Buy
3,750,328
+78,220
+2% +$1.83M 0.95% 9
2014
Q3 		$84.1M Buy
3,672,108
+58,096
+2% +$1.33M 1.18% 6
2014
Q2 		$82.2M Buy
3,614,012
+65,848
+2% +$1.44M 1.15% 7
2014
Q1 		$76.8M Buy
3,548,164
+606,660
+21% +$13M 1.11% 8
2013
Q4 		$63.2M Buy
2,941,504
+135,380
+5% +$2.78M 1.09% 13
2013
Q3 		$54.9M Buy
2,806,124
+148,604
+6% +$2.84M 1.02% 14
2013
Q2 		$48.3M Buy
+2,657,520
New +$48.7M 0.96% 12

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Baird's IWF Position: Q1 2015 in Review

Baird increased its iShares Russell 1000 Growth ETF (IWF) stake by 43% in Q1 2015, buying an estimated $39.1M and bringing the position to 5,351,816 shares worth $132M. The position accounts for 1.35% of the portfolio, ranked #5.

Baird first reported a position in IWF in Q2 2013 and has held it in 8 quarters since. 598 funds tracked by Wall St. Rank hold IWF as of Q1 2015.

  • Baird held 5,351,816 shares of iShares Russell 1000 Growth ETF worth $132M as of Q1 2015.
  • Baird bought 1,601,488 iShares Russell 1000 Growth ETF shares in Q1 2015, an estimated $39.1M.
  • iShares Russell 1000 Growth ETF made up 1.35% of Baird's portfolio in Q1 2015, its #5 holding.
  • Baird first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 8 quarters since.
  • 598 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2015.

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