Baird’s iShares Russell 2000 ETF IWM Stock Holding History

Baird’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	$42.8M	Buy	344,121 +81,293	+31%	+$9.8M	0.44%	60
2014 Q4	$31.4M	Buy	262,828 +61,916	+31%	+$7.08M	0.33%	99
2014 Q3	$22M	Buy	200,912 +2,471	+1%	+$283K	0.31%	99
2014 Q2	$23.6M	Buy	198,441 +6,078	+3%	+$690K	0.33%	94
2014 Q1	$22.4M	Sell	192,363 -17,887	-9%	-$2.06M	0.32%	95
2013 Q4	$24.3M	Sell	210,250 -2,972	-1%	-$328K	0.42%	47
2013 Q3	$22.7M	Buy	213,222 +2,702	+1%	+$280K	0.42%	48
2013 Q2	$20.4M	Buy	+210,520	New	+$20.1M	0.41%	55

Other funds holding IWM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

BIT

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Baird's IWM Position: Q1 2015 in Review

Baird increased its iShares Russell 2000 ETF (IWM) stake by 31% in Q1 2015, buying an estimated $9.8M and bringing the position to 344,121 shares worth $42.8M. The position accounts for 0.44% of the portfolio, ranked #60.

Baird first reported a position in IWM in Q2 2013 and has held it in 8 quarters since. 865 funds tracked by Wall St. Rank hold IWM as of Q1 2015.

Baird held 344,121 shares of iShares Russell 2000 ETF worth $42.8M as of Q1 2015.
Baird bought 81,293 iShares Russell 2000 ETF shares in Q1 2015, an estimated $9.8M.
iShares Russell 2000 ETF made up 0.44% of Baird's portfolio in Q1 2015, its #60 holding.
Baird first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 8 quarters since.
865 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2015.

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